Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding ARTISAN MIDCAP INSTL Registered Investment Company in their Schedule of Assets, totaling $50.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP MASTER RETIREMENT TRUST | WASHINGTON DC | — | $495.1M | $14.9M |
| 2 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN A | WASHINGTON DC | 694 | $437.6M | $13.0M |
| 3 | SUNKIST GROWERS, INC. |
VALENCIA CA |
| 452 |
| $116.7M |
| $6.1M |
| 4 | LANCASTER COLONY CORPORATION LANCASTER COLONY CORPORATION 401(K) PLAN | WESTERVILLE OH | 2,800 | $146.3M | $4.6M |
| 5 | MCGLINCHEY STAFFORD, PLLC MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN | NEW ORLEANS LA | 299 | $121.7M | $3.5M |
| 6 | NATIONAL ASSOCIATION OF BROADCASTERS NATIONAL ASSOCIATION OF BROADCASTERS 401(K) THRIFT & SAVINGS PLAN | WASHINGTON DC | 113 | $53.2M | $2.6M |
| 7 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $2.0M |
| 8 | EVERSHEDS SUTHERLAND (US) LLP EVERSHEDS SUTHERLAND (US) LLP RETIREMENT PLAN B | WASHINGTON DC | 321 | $70.2M | $1.9M |
| 9 | DENTONS COHEN & GRIGSBY P.C. DENTONS COHEN & GRIGSBY P.C. 401(K) PLAN | PITTSBURGH PA | 194 | $39.9M | $932K |
| 10 | FISH & RICHARDSON P.C FISH & RICHARDSON ASSOCIATES' - 401(K) PLAN | MINNEAPOLIS MN | 136 | $31.7M | $381K |
