Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Artisan Small Cap Inv IS Fund Mutual Fund in their Schedule of Assets, totaling $18.9M 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 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON SAVINGS PLANS MASTER TRUST | POUGHKEEPSIE NY | — | $439.8M | $9.5M |
| 2 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION SAVINGS INCENTIVE PLAN | POUGHKEEPSIE NY | 1,245 | $448.5M | $9.4M |
