Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Ariel Investments Ariel Fund Institutional Class in their Schedule of Assets, totaling $10.8M 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 | HANESBRANDS INC. HANESBRANDS INC. RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 2,562 | $659.9M | $5.9M |
| 2 | BROSE NORTH AMERICA, INC. BROSE NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUBURN HILLS MI | 2,508 | $146.6M | $2.8M |
| 3 | THOUGHTWORKS, INC THOUGHTWORKS, INC 401(K) PLAN |
CHICAGO IL |
| 670 |
| $226.3M |
| $1.5M |
| 4 | TELADOC HEALTH, INC. TELADOC HEALTH 401(K) PLAN | NEW YORK NY | 3,324 | $305.9M | $564K |