Form 5500 Search

ARIEL INVESTMENTS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
112
Active participants
656,140
Total plan assets
$445.6B
Filings (rows)
115
Direct comp
$23.0M
Indirect comp
$103K

SERVICES PROVIDED

Other96
Advisor / Consultant16

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
ARIEL FUND INVESTOR8

Top plans served

Showing top 115 of 112 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
REDMOND, WA
Other
NONE
123,878$65.6B$329K
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
REDMOND, WA
Other
NONE
118,818$53.2B$288K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$49.9B$945K
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
SEATTLE, WA
Other
SERVICE PROVIDER
$48.9B$533K
FCA US LLC
FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL
AUBURN HILLS, MI
Other
$19.3B$929K
FCA US LLC
FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL
AUBURN HILLS, MI
Other
$17.3B$784K
FCA US LLC
FCA US LLC MASTER RETIREMENT TRUST BALANCED POOL
AUBURN HILLS, MI
Other
$17.0B$750K
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,843$15.6B$1.5M
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
26,369$15.3B$1.4M
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY PENSION PLAN
ATLANTA, GA
Other
NONE
25,179$14.8B$1.7M
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.6B$480K
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$11.3B$532K
MERCK & CO., INC.
MERCK & CO., INC. MASTER RETIREMENT TRUST
RAHWAY, NJ
Other
N/A
$10.5B$479K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION RETIREMENT PROGRAM
KENNETT SQUARE, PA
Other
OTHER SERVICES
4,809$5.3B$62K
AMERICAN ELECTRIC POWER SERVICE CORPORATION
AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
15,595$4.5B$267K
AMERICAN ELECTRIC POWER SERVICE CORPORATION
AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
16,073$4.5B$332K
TRAVELERS COMPANIES, INC.
THE TRAVELERS PENSION PLAN
ST. PAUL, MN
Other
NONE
27,531$4.2B$694K
TRAVELERS COMPANIES, INC.
THE TRAVELERS PENSION PLAN
ST. PAUL, MN
Other
NONE
27,092$4.2B$633K
AMERICAN ELECTRIC POWER SERVICE CORPORATION
AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN
COLUMBUS, OH
Other
NONE
15,217$4.1B$132K
TRAVELERS COMPANIES, INC.
THE TRAVELERS PENSION PLAN
ST. PAUL, MN
Other
NONE
24,716$3.9B$624K
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
WHITE PLAINS, NY
Other
INVESTMENT MGMT
5,393$3.6B$358K
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLAN
PENTEGRA DEFINED BENEFIT PLAN FOR FINANCIAL INST
WHITE PLAINS, NY
Other
INVESTMENT MGMT
5,009$3.2B$245K
FRONTIER COMMUNICATIONS CORPORATION
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
13,220$2.9B$321K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
10,653$2.8B$399K
PARAMOUNT GLOBAL
PARAMOUNT GLOBAL MASTER TRUST
NEW YORK, NY
Other
NONE
$2.6B$136K
FRONTIER COMMUNICATIONS CORPORATION
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
11,190$2.6B$294K
PARAMOUNT GLOBAL
PARAMOUNT GLOBAL MASTER TRUST
NEW YORK, NY
Other
NONE
$2.5B$132K
EXELON CORPORATION
EXELON CORP PENSION MASTER TRUST- EQUITY
CHICAGO, IL
Other
INVESTMENT MANGEMENT
$2.4B$917K
PARAMOUNT GLOBAL
PARAMOUNT GLOBAL MASTER TRUST
NEW YORK, NY
Other
INVESTMENT MGT.
$2.4B$135K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
8,761$2.4B$249K
EXELON CORPORATION
EXELON CORP PENSION MASTER TRUST- EQUITY
CHICAGO, IL
Other
INVESTMENT MANGEMENT
$2.3B$698K
EXELON CORPORATION
EXELON CORP PENSION MASTER TRUST- EQUITY
CHICAGO, IL
Other
INVESTMENT MANGEMENT
$2.3B$653K
MULTIPLE EMPLOYERS
THE NATIONAL FOOTBALL LEAGUE CLUB EMPLOYEES PENSION PLAN
BALTIMORE, MD
Other
NONE
4,544$2.2B$105K
MULTIPLE EMPLOYERS
THE NATIONAL FOOTBALL LEAGUE CLUB EMPLOYEES PENSION PLAN
BALTIMORE, MD
Other
NONE
4,720$2.1B$88K
FRONTIER COMMUNICATIONS PARENT, INC.
FRONTIER COMMUNICATIONS PENSION PLAN
NORWALK, CT
Other
N/A
9,659$2.1B$239K
MULTIPLE EMPLOYERS
THE NATIONAL FOOTBALL LEAGUE CLUB EMPLOYEES PENSION PLAN
BALTIMORE, MD
Other
NONE
5,068$2.0B$118K
ONCOR ELECTRIC DELIVERY COMPANY LLC
ONCOR RETIREMENT PLAN
DALLAS, TX
Other
INV MGMT
4,646$1.9B$255K
ONCOR ELECTRIC DELIVERY COMPANY LLC
ONCOR RETIREMENT PLAN
DALLAS, TX
Other
INV MGMT
4,386$1.9B$148K
ONCOR ELECTRIC DELIVERY COMPANY LLC
ONCOR RETIREMENT PLAN
DALLAS, TX
Other
INV MGMT
4,198$1.8B$244K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION EMPLOYEE PENSION PLAN
KENNETT SQUARE, PA
Other
OTHER SERVICES
3,518$1.3B$17K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION PENSION MASTER TRUST - EQUITY
KENNETT SQUARE, PA
Advisor / Consultant
INVESTMENT MANAGEMENT
$1.2B$272K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION PENSION MASTER TRUST - EQUITY
KENNETT SQUARE, PA
Advisor / Consultant
INVESTMENT MANAGEMENT
$1.1B$448K
ABC, INC.
ABC-NABET RETIREMENT TRUST FUND
NEW YORK, NY
Other
NONE
163$925.7M$162K
THE DOW CHEMICAL COMPANY
DOW RETIREMENT GROUP TRUST - INTERNATIONAL DEVELOPED EQUITY
MIDLAND, MI
Other
NONE KNOWN
$915.3M$415K
EXELON CORPORATION
EXELON CORPORATION HEALTH CARE PROGRAM
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
18,342$885.6M$92K
EXELON CORPORATION
EXELON CORPORATION HEALTH CARE PROGRAM
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
17,547$878.8M$114K
EXELON CORPORATION
EXELON CORPORATION HEALTH CARE PROGRAM
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
18,433$873.7M$25K
ABC, INC.
ABC-NABET RETIREMENT TRUST FUND
NEW YORK, NY
Other
NONE
184$871.6M$189K
TRUSTEES OF THE SMART LOCAL 265 PENSION FUND
SMART LOCAL 265 PENSION FUND
DOWNERS GROVE, IL
Other
NONE
1,234$607.5M$159K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION HEALTH CARE PROGRAM
KENNETT SQUARE, PA
Advisor / Consultant
INVESTMENT MANAGER
12,218$583.2M$60K
TRUSTEES OF THE SMART LOCAL 265 PENSION FUND
SMART LOCAL 265 PENSION FUND
CAROL STREAM, IL
Other
NONE
1,224$566.2M$152K
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION HEALTH CARE PROGRAM
KENNETT SQUARE, PA
Advisor / Consultant
INVESTMENT MANAGER
12,592$558.8M$57K
NATIONAL FOOTBALL LEAGUE
NFL PENSION PLAN
NEW YORK, NY
Other
NONE
1,626$545.4M$53K
NATIONAL FOOTBALL LEAGUE
NFL PENSION PLAN
NEW YORK, NY
Other
NONE
1,600$544.0M$56K
TRUSTEES OF THE SMART LOCAL 265 PENSION FUND
SMART LOCAL 265 PENSION FUND
CAROL STREAM, IL
Other
NONE
1,201$526.5M$136K
NATIONAL FOOTBALL LEAGUE
NFL PENSION PLAN
NEW YORK, NY
Other
NONE
1,599$461.3M$40K
EXELON CORPORATION
PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$331.7M$13K
EXELON CORPORATION
PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$319.5M$118K
EXELON CORPORATION
PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$310.8M$118K
TNC US HOLDINGS, INC.
THE NIELSEN COMPANY RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
579$265.0M$121K
TNC US HOLDINGS, INC.
THE NIELSEN COMPANY RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
579$265.0M$121K
TNC US HOLDINGS, INC.
THE NIELSEN COMPANY RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
778$258.7M$107K
TNC US HOLDINGS, INC.
THE NIELSEN COMPANY RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
778$258.7M$107K
NATIONAL FOOTBALL LEAGUE
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
NEW YORK, NY
Other
NONE
2,051$254.3M$38K
TNC US HOLDINGS, INC.
THE NIELSEN COMPANY RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
949$245.8M$99K
TNC US HOLDINGS, INC.
THE NIELSEN COMPANY RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
INVESTMENT MANAGEMENT
949$245.8M$99K
NATIONAL FOOTBALL LEAGUE
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
NEW YORK, NY
Other
NONE
2,118$229.5M$33K
NATIONAL FOOTBALL LEAGUE
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
NEW YORK, NY
Other
NONE
1,946$186.6M$30K
EXELON CORPORATION
EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MANAGEMENT EMPLOYEES
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$105.0M$45K
EXELON CORPORATION
EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MANAGEMENT EMPLOYEES
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$104.1M$5K
SAN FRANCISCO FORTY NINERS, LIMITED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
SANTA CLARA, CA
Other
NONE
471$102.1M$17K
EXELON CORPORATION
EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MANAGEMENT EMPLOYEES
CHICAGO, IL
Advisor / Consultant
INVESTMENT MANAGER
$102.1M$22K
NATIONAL FOOTBALL LEAGUE
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
NEW YORK, NY
Other
NONE
143$99.4M$23K
BUFFALO BILLS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
ORCHARD PARK, NY
Other
NONE
298$91.1M$13K
SAN FRANCISCO FORTY NINERS, LIMITED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
SANTA CLARA, CA
Other
NONE
422$87.9M$13K
NATIONAL FOOTBALL LEAGUE
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
NEW YORK, NY
Other
NONE
140$85.0M$15K
GREEN BAY PACKERS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
GREEN BAY, WI
Other
NONE
1,409$79.8M$13K
BUFFALO BILLS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
ORCHARD PARK, NY
Other
NONE
276$75.6M$10K
SAN FRANCISCO FORTY NINERS, LIMITED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
SANTA CLARA, CA
Other
NONE
434$73.8M$12K
NATIONAL FOOTBALL LEAGUE
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
NEW YORK, NY
Other
NONE
138$72.5M$17K
INDIANAPOLIS COLTS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
INDIANAPOLIS, IN
Other
NONE
263$71.9M$12K
GREEN BAY PACKERS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
GREEN BAY, WI
Other
NONE
609$68.2M$10K
BUFFALO BILLS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
ORCHARD PARK, NY
Other
NONE
241$60.4M$8K
NEW YORK FOOTBALL GIANTS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
E. RUTHERFORD, NJ
Other
NONE
228$59.8M$10K
FOOTBALL NORTHWEST, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
RENTON, WA
Other
NONE
403$59.2M$16K
INDIANAPOLIS COLTS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
INDIANAPOLIS, IN
Other
NONE
261$58.8M$8K
GREEN BAY PACKERS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
GREEN BAY, WI
Other
NONE
515$57.2M$9K
BALTIMORE RAVENS LIMITED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
OWINGS MILLS, MD
Other
NONE
304$56.7M$10K
CHARGERS FOOTBALL COMPANY
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
EL SEGUNDO, CA
Other
NONE
277$53.4M$8K
BALTIMORE RAVENS LIMITED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
OWINGS MILLS, MD
Other
NONE
297$52.1M$9K
NEW YORK FOOTBALL GIANTS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
E. RUTHERFORD, NJ
Other
NONE
226$52.0M$8K
HOUSTON NFL HOLDINGS, L.P.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
HOUSTON, TX
Other
NONE
285$51.6M$9K
CHICAGO BEARS FOOTBALL CLUB, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
LAKE FOREST, IL
Other
NONE
290$50.9M$11K
FOOTBALL NORTHWEST, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
RENTON, WA
Other
NONE
382$50.6M$13K
INDIANAPOLIS COLTS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
INDIANAPOLIS, IN
Other
NONE
253$47.9M$7K
NEW ORLEANS LOUISIANA SAINTS. LLC
NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
METAIRIE, LA
Other
NONE
162$46.8M$8K
CHICAGO BEARS FOOTBALL CLUB, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
LAKE FOREST, IL
Other
NONE
274$46.6M$9K
MINNESOTA VIKINGS FOOTBALL, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
EAGAN, MN
Other
NONE
274$46.3M$11K
CHARGERS FOOTBALL COMPANY
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
COSTA MESA, CA
Other
NONE
289$45.6M$7K
MIAMI DOLPHINS, LTD.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
MIAMI GARDENS, FL
Other
NONE
337$45.4M$6K
NEW YORK FOOTBALL GIANTS, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
E. RUTHERFORD, NJ
Other
NONE
216$44.8M$7K
HOUSTON NFL HOLDINGS, L.P.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
HOUSTON, TX
Other
NONE
290$43.1M$7K
BALTIMORE RAVENS LIMITED
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
OWINGS MILLS, MD
Other
NONE
283$40.9M$7K
FOOTBALL NORTHWEST, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
RENTON, WA
Other
NONE
335$40.3M$11K
CHICAGO BEARS FOOTBALL CLUB, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
LAKE FOREST, IL
Other
NONE
254$39.4M$9K
MINNESOTA VIKINGS FOOTBALL, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
EAGAN, MN
Other
NONE
273$38.6M$10K
PITTSBURGH STEELERS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
PITTSBURGH, PA
Other
NONE
219$38.2M$8K
NEW ORLEANS LOUISIANA SAINTS. LLC
NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
METAIRIE, LA
Other
NONE
155$37.8M$7K
MIAMI DOLPHINS, LTD.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
MIAMI GARDENS, FL
Other
NONE
288$37.0M$6K
CHARGERS FOOTBALL COMPANY
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
COSTA MESA, CA
Other
NONE
252$35.7M$6K
PITTSBURGH STEELERS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
PITTSBURGH, PA
Other
NONE
242$34.8M$7K
PITTSBURGH STEELERS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
PITTSBURGH, PA
Other
NONE
191$34.5M$8K
HOUSTON NFL HOLDINGS, L.P.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
HOUSTON, TX
Other
NONE
238$33.8M$6K
JACKSONVILLE JAGUARS, LLC
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
JACKSONVILLE, FL
Other
NONE
281$32.9M$6K
TENNESSEE FOOTBALL, INC.
THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN
HOUSTON, TX
Other
NONE
253$31.7M$6K
ARIEL INVESTMENTS — Form 5500 Service Provider Profile | Form 5500 Search