Ariel Appreciation Fund Institutional Class
Ticker CAAIX · Mutual fund · Share class: Class InstlLow cost
Matched by tickerAll Ariel Investments fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
5
2 with $250K or more
Dollars held
$4.1M
69,857 of 69,862 plans with fund lines hold none
Median per plan
$293K
Share of their fund dollars
0.2%
Other share classes of this fund
4 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)CAAIX | Low cost | 5 | $4.1M |
| Class InvestorCAAPX | Mid cost | 4 | $194K |
Plans that added or dropped it from 2024 to 2025
Added
1 plan
$3.3M at year-end 2025
Dropped
1 plan
$1.4M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (1 plan)
| Plan | Year-end value |
|---|---|
| Saia Motor Freight Line, LLC 401(k) Plan$250M-$1B | $3.3M |
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Nomura Securities International, Inc. Retirement Investment PlanOver $1B | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Ariel Appreciation Fund Institutional Class
The largest 10 plans in each list.
| Saia Motor Freight Line, LLC 401(k) Plan$781M plan · Saia Motor Freight Line, LLC, GA · Fidelity (FMR) | $3.3M |
| Hanover Prest-Paving Co. Money Purchase Plan$25.4M plan · Hanover Prest-Paving Company, PA · Fidelity (FMR) | $522K |
| Sargent & Lundy Savings Investment Plan$1.43B plan · Sargent & Lundy, IL · Fidelity (FMR) | $293K |
| Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan$44.2M plan · Taylor, Wiseman & Taylor, NJ · Fidelity (FMR) | $38K |
| Sprout Social Retirement Plan$147M plan · Sprout Social, Inc., IL · Fidelity (FMR) | $6K |
Plans whose filed schedule lists Ariel Appreciation Fund Institutional Class.
How the filings spell it
Show 2 names seen in the filings
- Ariel Appreciation
- Ariel Appreciation Inst