Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Artisan in their Schedule of Assets, totaling $29.6M 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 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA | PLEASANTON CA | 29,190 | $1.6B | $17.7M |
| 2 | EASTERN RESEARCH GROUP, INC. EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | CONCORD MA | 731 | $217.6M | $5.0M |
| 3 | LOGIX EMPLOYMENT SERVICES, INC. |
CASTAIC CA |
| 76 |
| $81.2M |
| $3.9M |
| 4 | ALLEGACY FEDERAL CREDIT UNION ALLEGACY RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 400 | $51.6M | $2.1M |
| 5 | TAMARACK MANAGEMENT INC. TAMARACK MANAGEMENT INC. PENSION PLAN | MISSOULA MT | 139 | $10.8M | $589K |
| 6 | VOXAI SOLUTIONS, INC. VOXAI SOLUTIONS, INC. 401(K) AND PROFIT SHARING PLAN | COPPELL TX | 108 | $11.3M | $163K |
| 7 | KENNEY SHELTON LIPTAK & NOWAK LLP KENNEY, SHELTON, LIPTAK & NOWAK, LLP 401(K) PROFIT SHARING PLAN | BUFFALO NY | 57 | $10.7M | $111K |
| 8 | AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | CALIFORNIA MD | 364 | $46.5M | $71K |
| 9 | SOUTHERN STAR CENTRAL GAS PIPELINE, INC. SOUTHERN STAR RETIREE MEDICAL COVERAGE PLAN | OWENSBORO KY | 282 | $37.9M | $34K |
| 10 | FRANK MARTZ COACH COMPANY THE MARTZ GROUP 401(K) PLAN | WILKES-BARRE PA | 111 | $6.3M | $4K |
