Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ariel Fund Investor Class in their Schedule of Assets, totaling $7.7M 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 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $7.3M |
| 2 | CARMEL COUNTRY CLUB, INC. CARMEL COUNTRY CLUB INC 401(K)PLAN | CHARLOTTE NC | 184 | $9.0M | $355K |
