Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Ariel Fund Institutional Class " in their Schedule of Assets, totaling $29.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SALESFORCE, INC. SALESFORCE 401(K) PLAN | SAN FRANCISCO CA | 36,537 | $9.1B | $25.2M |
| 2 | NEIGHBORWORKS AMERICA NEIGHBORWORKS AMERICA RETIREMENT PLAN | WASHINGTON DC | 325 | $123.0M | $3.1M |
| 3 | KRATON CORPORATION KRATON SAVINGS PLAN | THE WOODLANDS |
| 1,196 |
| $362.9M |
| $1.0M |
| 4 | MASS. BAY BREWING COMPANY, INC. MASS. BAY BREWING COMPANY, INC. 401(K) PLAN | BOSTON MA | 137 | $26.1M | $353K |
