Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Ariel Fund Mutual fund in their Schedule of Assets, totaling $14.6M 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 | NORTHEAST GEORGIA HEALTH SYSTEM, INC. NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN | GAINESVILLE GA | 11,682 | $847.5M | $11.7M |
| 2 | CAPITAL CARDIOLOGY ASSOCIATES, PC CAPITAL CARDIOLOGY ASSOCIATES, PC PROFIT SHARING 401(K) PLAN | ALBANY NY | 348 | $74.3M | $715K |
| 3 | TRIPLE HS, INCORPORATED |
LOS GATOS CA |
| 88 |
| $27.5M |
| $598K |
| 4 | TEXAS PETROLEUM INVESTMENT COMPANY TEXAS PETROLEUM INVESTMENT COMPANY 401(K) PLAN | HOUSTON TX | 100 | $33.4M | $538K |
| 5 | ALBANY LAW SCHOOL ALBANY LAW SCHOOL RETIREMENT PLAN | ALBANY NY | 107 | $89.5M | $515K |
| 6 | UNITED ENERGY TRADING, LLC UNITED ENERGY TRADING LLC 401K PROFIT SHARING PLAN | BISMARCK ND | 129 | $34.8M | $170K |
| 7 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $126K |
| 8 | SOUTHWEST WATER COMPANY 401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY | COVINA CA | 555 | $86.3M | $70K |
| 9 | VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED, INC. VISIONS/SERVICES FOR THE BLIND AND VISUALLY IMPAIRED RETIREMENT PLAN | NEW YORK NY | 142 | $16.1M | $38K |
| 10 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $28K |
