Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Artisan Small Cap in their Schedule of Assets, totaling $10.4M 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 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $5.7M |
| 2 | FAIRVIEW HEALTH SERVICES GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST | GRAND RAPIDS MN | 828 | $114.0M | $3.1M |
| 3 | GEMW HEALTHCARE INVESTMENT LP |
ALHAMBRA CA |
| 6,339 |
| $734.2M |
| $1.2M |
| 4 | FAIRVIEW RANGE REGIONAL HEALTH SERVICES FAIRVIEW RANGE REGIONAL HEALTH SERVICES 403B PLAN | HIBBING MN | 1,084 | $82.9M | $410K |
| 5 | RJL INC DOUGHBOY RESTAURANT GROUP RETIREMENT PLAN | OAK BROOK IL | 146 | $456K | $12K |
