Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Ariel Fund; Institutional Registered Investment Company in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EDGEWELL PERSONAL CARE COMPANY EDGEWELL PERSONAL CARE 401(K) PLAN | SHELTON CT | 1,989 | $672.2M | $3.9M |
| 2 | ENERGIZER HOLDINGS, INC. ENERGIZER 401(K) PLAN | ST. LOUIS MO | 1,827 | $585.2M | $2.3M |
| 3 | GOLDEN STATE LUMBER, INC. GOLDEN STATE LUMBER, INC. 401(K) PLAN |
PETALUMA CA |
| 642 |
| $87.4M |
| $199K |
