Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Ariel Appreciation fund in their Schedule of Assets, totaling $2.8M 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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $1.2M |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $398K |
| 3 | EMERSON COLLEGE |
BOSTON MA |
| 638 |
| $242.4M |
| $154K |
| 4 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $114K |
| 5 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,032 | $123.2M | $108K |
| 6 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $105K |
| 7 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $95K |
| 8 | UNIVERSITY OF MIAMI DEFINED CONTRIBUTION RETIREMENT PLAN FOR FACULTY OF THE UNIVERSITY OF MIAMI | CORAL GABLES FL | 876 | $1.2B | $78K |
| 9 | ALLIANCE HEALTHCARE SERVICES ALLIANCE HEALTHCARE SERVICES, INC. EMPLOYER RETIREMENT PLAN | MEMPHIS TN | 510 | $9.1M | $74K |
| 10 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $70K |
