Eileen KWEI signed Artisan Partners Holdings LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Artisan Partners Holdings LP's EIN is 39-1807188.
Download the official 2024 Form 5500 (PDF) for Artisan Partners Holdings LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Artisan Partners Holdings LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Participant Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $224.5M | 57.9% | |
| Schwab Funds Schwab S&P 500 Index Fund N/R | Common Collective Trusts | — | — | $48.0M | 12.4% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $10.5M | 2.7% | |
| Vanguard Funds Vanguard Small Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $9.7M | 2.5% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $9.4M | 2.4% | |
| Vanguard Funds Vanguard Mid Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $9.1M | 2.4% | |
| Shares Vanguard Funds Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $9.1M | 2.3% | |
| Harbor Capital Funds Harbor Capital Appreciation Retirement Fund N/R | Other securities | — | — | $7.9M | 2.0% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $6.7M | 1.7% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $6.2M | 1.6% | |
| Dodge & Cox Funds Dodge & Cox Income Fund N/R | Mutual Funds | — | — | $5.4M | 1.4% | |
| Vanguard Funds Vanguard Total Bond Market Index Fund Admiral N/R | Common Collective Trusts | — | — | $5.2M | 1.4% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $5.1M | 1.3% | |
| Dodge & Cox Funds Dodge & Cox Global Stock Fund N/R | Mutual Funds | — | — | $4.9M | 1.3% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $4.3M | 1.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.1% | |
| Diamond Hill Funds Diamond Hill Large Cap Fund Class Y N/R | Other securities | — | — | $4.2M | 1.1% | |
| Admiral Shares Wasatch Funds Wasatch Core Growth Fund Institutional Class N/R | Other securities | — | — | $3.7M | 0.9% | |
| Causeway Funds Causeway International Value Fund Class N/R | Other securities | — | — | $2.8M | 0.7% | |
| Harding Loevner Funds Harding Loevner International Equity Portfolio N/R | Other securities | — | — | $1.8M | 0.5% | |
| Institutional Deleware Funds Deleware Small Cap Value R6 N/R | Other securities | — | — | $1.4M | 0.4% | |
| Institutional Class MFS Funds MFS Global Equity Fund Class R6 N/R | Mutual Funds | — | — | $1.0M | 0.3% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $923K | 0.2% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $615K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $556K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $484K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $167K | <0.1% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $722 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
