Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Ariel Investments Appreciation Investor in their Schedule of Assets, totaling $246K 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 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $130K |
| 2 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $116K |
