Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Artisan Small Cap Investor in their Schedule of Assets, totaling $108.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 403(B) | COLUMBUS OH | 32,259 | $2.7B | $100.2M |
| 2 | BOARD OF TRUSTEES OF THE RETIREMENT PLAN RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY SHEET METAL WORKERS LOCAL UNION 18 | WAUKESHA WI | 1,960 | $374.0M | $5.3M |
| 3 | BOARD OF TRUSTEES OF THE WISCONSIN SHEET |
WAUKESHA WI |
| 1,119 |
| $61.4M |
| $1.9M |
| 4 | OHIOHEALTH OHIOHEALTH RETIREMENT SAVINGS PLAN 401(K) | COLUMBUS OH | 197 | $42.7M | $1.3M |
| 5 | 626 HOLDINGS EQUITY LLC 626 HOLDINGS RETIREMENT PLAN | BOCA RATON FL | 275 | $6.3M | $36K |
