Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Artisan Partners Artisan Small Capital Institutional Shares in their Schedule of Assets, totaling $647K 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 | TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 325 | $63.8M | $647K |
