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Artisan Partners

Matched across 42 name variants in the filings

Artisan Partners summary

Artisan Partners appears on 40 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $268.8B in assets for 2,102,228 participants. The median client plan holds $3.3B. Most client plans are sponsored in NJ, NY and MA. The largest clients by plan assets are Microsoft Corporation, Morgan Stanley Domestic Holdings, LLC and Board of Trustees of 1199SEIU Health Care Employees Pension Fund. Plans reported $24.9M in direct and indirect compensation paid to Artisan Partners. The median is $297K per plan.

Participants
2,102,228
Median plan assets
$3.3B
Median plan participants
29,567
Median fees per plan
$297K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Microsoft CorporationWA$77.9B184,329
Morgan Stanley Domestic Holdings, LLCNY$26.4B78,524
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
Southern Company Services, Inc.GA$16.6B58,821
The Goldman Sachs Group, Inc.NY$14.6B50,430
UBS AgNJ$11.7B34,122
Siemens CorporationNJ$11.2B46,141
Wells Fargo & CompanyMN$8.5B157,353
Deseret Mutual Benefit AdministratorsUT$7.5B31,547
Board of Directors, Motion Picture Industry PensionCA$6.9B108,417
Board of Trustees-New York State Nurses Association Pension PlanNY$6.6B47,291
Board of Trustees, So CA UFCW Unions & Food EmployersCA$6.5B199,927
Firstenergy Corp.OH$6.1B35,999
BD of Trustees UFCW Consolidated Pension FundGA$6.0B337,777
Nextera Energy, Inc.FL$5.8B29,411
Bot of the North Atlantic States Carpenters Pension FundMA$5.4B45,320
Siemens Energy, Inc.FL$4.5B15,868
NXP USA, Inc.TX$4.1B8,045
Bot of the North Atlantic States Carpenters Guaranteed Annuity FundMA$4.0B23,769
Board of Trustees of the American Federation of Musicians and EmployeNY$3.3B52,901
Salt River Valley Water Users AssociationAZ$3.2B11,800
Board of Trustees, Aftra Retirement PlanNY$3.1B45,462
BD of Trustees, Laborers Dist Council & Constrs Pension FundOH$2.8B29,722
Board of Trustees of Massachusetts Laborers' Pension FundMA$2.8B22,549
BD. of Trustees of Mass. Laborers Annuity FundMA$2.6B31,451

Top client states

  • NJ7 plans
  • NY7 plans
  • MA4 plans
  • OH3 plans
  • CA2 plans

Frequently asked questions

Who uses Artisan Partners?
40 retirement plans list Artisan Partners as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Microsoft Corporation, Morgan Stanley Domestic Holdings, LLC, Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Southern Company Services, Inc. and The Goldman Sachs Group, Inc.. Most client plans are sponsored in NJ, NY and MA.
How many plans does Artisan Partners serve?
Artisan Partners serves 40 retirement plans with $268.8B in plan assets and 2,102,228 participants, based on the latest Form 5500 filings through 2024.
What does Artisan Partners charge?
Plans reported $24.9M in total Schedule C compensation paid to Artisan Partners. The median plan paid $297K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served40-1 YoYRank #445 of mapped providers
Assets under administration$268.8B0.3%Rank #56 by share of filed assets
Fees received$25MMedian $297,028/planSum across Schedule C direct + indirect
Net wins YoY-14 won - 5 lostPlan-level switch detection

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