Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Ariel Ariel fund in their Schedule of Assets, totaling $493K 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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $129K |
| 2 | ALLIANCE HEALTHCARE SERVICES ALLIANCE HEALTHCARE SERVICES, INC. EMPLOYER RETIREMENT PLAN | MEMPHIS TN | 510 | $9.1M | $108K |
| 3 | FOX-ROWDEN-MCBRAYER, LLC |
BUFORD GA |
| 200 |
| $21.2M |
| $91K |
| 4 | GENESIS HEALTH, INC. D/B/A BROOKS REHABILITATION BROOKS REHABILITATION 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,032 | $123.2M | $64K |
| 5 | FIRST SERVICE BANK FIRST SERVICE BANK PROFIT SHARING & 401(K) PLAN | GREENBRIER AR | 136 | $7.6M | $62K |
| 6 | FELLOWSHIP HALL RETIREMENT PLAN FELLOWSHIP HALL RETIREMENT PLAN | GREENSBORO NC | 100 | $5.8M | $21K |
| 7 | ALLIANCE HEALTHCARE SERVICES ALLIANCE HEALTHCARE SERVICES EMPLOYEE RETIREMENT PLAN | MEMPHIS TN | 510 | $6.7M | $17K |
