Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Ariel Appreciation Fund Mutual fund in their Schedule of Assets, totaling $207K 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 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $88K |
| 2 | UNITED ENERGY TRADING, LLC UNITED ENERGY TRADING LLC 401K PROFIT SHARING PLAN | BISMARCK ND | 129 | $34.8M | $82K |
| 3 | TAHIRIH JUSTICE CENTER TAHIRIH JUSTICE CENTER 401(K) PLAN |
FALLS CHURCH VA |
| 69 |
| $4.6M |
| $12K |
| 4 | BEHAVIORAL HEALTH RESOURCES BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN | OLYMPIA WA | 141 | $5.6M | $10K |
| 5 | ALBANY LAW SCHOOL ALBANY LAW SCHOOL RETIREMENT PLAN | ALBANY NY | 107 | $89.5M | $9K |
| 6 | CINNAMON HILLS YOUTH CRISIS CENTER CINNAMON HILLS MATCHING PLAN | ST. GEORGE UT | 108 | $2.4M | $5K |
| 7 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $1K |
