+ OUR CLIENTS AND THEIR CONTACTS
It is not known whether these clients approve or disapprove of AJO or the advisory services provided. All clients are listed, except twelve that wish to remain anonymous.

PUBLIC
CHARLOTTE FIREFIGHTERS’ RETIREMENT SYSTEM
Barbara Avard, 704/336-4431
large cap ’05
CITY OF AUSTIN EMPLOYEES' RETIREMENT SYSTEM
Steve Edmonds, 512/458-2551
large cap ’02
DETROIT GENERAL RETIREMENT SYSTEM
Myron Terrell, 313/224-3374
large cap ’04
FAIRFAX COUNTY EDUCATIONAL ESRS
Alan Belstock, 703/426-3907
large cap ’03
FLORIDA RETIREMENT SYSTEM
Scott Seery, 850/413-1035
large cap ’93, 130/30 ’08
FRESNO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION
Roberto Peña, 559/457-0681
large cap ’95
LOS ANGELES CITY EMPLOYEES' RETIREMENT SYSTEM
Dan Gallagher, 213/473-7121
large cap ’01
LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Bobby Beale, 225/925-7156
large cap ’02
LOUISIANA STATE POLICE RETIREMENT SYSTEM
Irwin Felps, 225/925-4878
large cap ’03
MANITOBA HEALTHCARE EMPLOYEES’ PENSION PLAN
Ron Queck, 204/942-6591
large cap ’05
MISSOURI LOCAL GOVERNMENT ERS
Brian Collett, 800/447-4334
large cap ’06, 130/30 ’07
MISSOURI PSRS/PEERS
John Tuck, 573/638-1089
top cap ’01, 130/30 ’05
NASHVILLE & DAVIDSON COUNTY METRO EMPLOYEE BENEFIT SYSTEM
Fadi BouSamra, 615/880-2811
small cap ’98
NEW YORK CITY BERS, FIRE DEPT, AND POLICE PENSION FUNDS
Moraima Pares, 212/669-7991
large cap ’03
NEW YORK STATE COMMON RETIREMENT FUND
Bill Barrett, 518/473-6396
large cap ’04
NOVA SCOTIA WORKERS' COMPENSATION BOARD
Maureen Boyd, 902/491-8406
large cap ’07
OHIO SCHOOL EMPLOYEES RETIREMENT SYSTEM
Lisa Michalowski, 614/222-5853
small cap ’98, large cap ’99
OKLAHOMA FIREFIGHTERS RETIREMENT SYSTEM
Bob Jones, 405/522-4600
large cap ’02
OKLAHOMA PUBLIC EMPLOYEES RETIREMENT SYSTEM
Kirk Stebbins, 405/858-6721
large cap ’03
OKLAHOMA TEACHERS' RETIREMENT SYSTEM
Bill Puckett, 405/521-2387
mid cap ’98
OREGON PUBLIC EMPLOYEES RETIREMENT FUND
Kevin Nordhill, 503/378-4111
large cap ’03
PHILADELPHIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
Christopher McDonough, 215/496-7468
large cap ’01
SAN BERNARDINO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION
Tim Barrett, 909/885-7980
large cap ’02
SOUTH CAROLINA RETIREMENT SYSTEMS
Bob Borden, 803/737-6800
large cap ’05
ST LOUIS COUNTY RETIREMENT PLANS
Kirk McCarley, 314/615-5410
large cap ’04
VIRGINIA RETIREMENT SYSTEM
K.C. Howell, 804/344-3167
large cap ’93, long/short ’98, small cap ’99
WEST VIRGINIA INVESTMENT MANAGEMENT BOARD
Rod Livingston, 304/347-7651
small cap ’99

CORPORATE/ERISA
AETNA
Russell Smith, 860/273-1331
small cap ’99
BANCO POPULAR
Javier Rubio, 787/765-9800
large cap ’02
BECHTEL BETTIS/BECHTEL PLANT MACHINERY
Jim Gillis, 412/476-5688
large cap ’05
BECHTEL JACOBS
Roz Torrence, 865/576-3667
large cap ’06
BWXT Y-12/UT-BATTELLE RETIREMENT PLAN
Maureen Williams, 865/574-9285
large cap ’01
CAMPBELL SOUP
Gary Biscoll, 856/342-4800
large cap ’05
CANADA POST
Doug Greaves, 416/204-4285
large cap ’01
CARDINAL TRUST/NATIONAL AUTO DEALERS ASSOCIATION
John Hensley, 703/448-5827
large cap ’04
CATERPILLAR
Brian Liebzeit, 309/675-4771
large cap ’06, mid cap ’06
DUKE ENERGY
Sherry Love, 704/382-7488
small cap ’98
DUN & BRADSTREET
Carol Chan, 973/921-5942
large cap ’02
HANFORD SITE PENSION PLAN
Elaine Cone, 509/372-3323
large cap ’04
KAISER PERMANENTE
Bill Lee, 510/271-6986
top cap ’01
MEDSTAR HEALTH
Brian Neale, 410/772-6920
large cap ’93
MONSANTO COMPANY
Pam Moench, 314/694-8241
large cap ’06
NATIONAL RAILROAD RETIREMENT INVESTMENT TRUST
Catherine Lynch, 202/589-0244
large cap ’04
NATIONAL SECURITY TECHNOLOGIES
Nancy Gines, 702/295-0312
large cap ’05
NORDSON CORPORATION
Ray Cushing, 440/892-1580
large cap ’00
PUROLATOR COURIER
Chris Faulkner, 905/712-6740
large cap ’06
REICHHOLD INC
Pat Tuttle, 919/990-7532
small cap ’98
ROHM AND HAAS
Bob Worthington, 215/592-2966
large cap ’02, 130/30 ’07
SANDIA NATIONAL LABORATORIES
Jane Farris, 505/284-2168
large cap ’01
SAVINGS BANKS EMPLOYEES RETIREMENT ASSOCIATION
Dick Peters, 781/970-5034
large cap ’05
SHELL OIL COMPANY
Rabi De, 713/241-2563
large cap ’03
SOUTHERN CALIFORNIA EDISON
Greg Henry, 626/302-1457
small cap ’98
SPECTRA ENERGY CORP MASTER RETIREMENT TRUST
Charles Fichtner, 713/989-0493
small cap ’07
UNITED SPACE ALLIANCE
Steve Edge, 281/212-6361
large cap ’99

ENDOWMENT/FOUNDATION
ANNENBERG FOUNDATION
Paul Manganiello, 610/341-9066
large cap ’04
BAPTIST COMMUNITY MINISTRIES
Charles Beasley, 504/593-2302
large cap ’96
BAYLOR HEALTH CARE SYSTEM
Mark Amiri, 214/820-2538
large cap ’04
CLEVELAND CLINIC
Steven Glass, 216/444-2575
large cap ’03
COMMONFUND
Michele Ward, 203/563-5000
top cap ’05
FATHER FLANAGAN'S BOYS' HOME
Phil Ruden, 402/498-1017
large cap ’05
INOVA HEALTH SYSTEM
Barney Buscemi, 703/289-2031
large cap ’01
MACARTHUR FOUNDATION
Jonathan Leight, 312/920-6289
mid cap ’95, long/short ’98
METHODIST CHILDREN'S HOME
Joe Bailey, 254/753-0014
small cap ’94, mid cap ’03
NORD FAMILY FOUNDATION
Sharon White, 440/984-3939
large cap ’00
OKLAHOMA SCHOOL LAND TRUST
Phyllis Bolt, 405/604-8120
large cap ’00
RICHARD KING MELLON FOUNDATION
Doug Sisson, 724/238-8466
top cap ’03
SISTERS OF MERCY HEALTH SYSTEM
Jack Fox, 314/628-3642
large cap ’03
SPELMAN COLLEGE
Danny Flanigan, 404/270-5072
mid cap ’95, long/short ’97
THE INVESTMENT FUND FOR FOUNDATIONS
Dick Flannery, 610/684-8000
large cap ’98
UNIVERSITY OF ARKANSAS FOUNDATION
Mike Condon, 479/575-6144
large cap ’03

MULTI-EMPLOYER
AFTRA RETIREMENT FUND
Christine Dubois, 212/499-4821
large cap ’02
AMERICAN FEDERATION OF MUSICIANS
Maureen Kilkelly, 212/284-1200
large cap ’08
CENTRAL PENNSYLVANIA TEAMSTERS
Joe Samolewicz, 610/320-5500
large cap ’03
CONNECTICUT CARPENTERS PENSION FUND
Rich Monarca, 203/281-5511
large cap ’99
DISTRICT 9 IAM & AW PENSION TRUST
Roger Poole, 314/739-6200
large cap ’05
IWA - FOREST INDUSTRY PENSION PLAN
Colleen Troelstrup, 604/433-6310
large cap ’07
LABORERS' DC OF WESTERN PENNSYLVANIA
Dennis Sarnowski, 412/263-2178
mid cap ’95
NEW JERSEY TRANSIT AMALGAMATED TRANSIT UNION
Jack Burns, 973/491-7697
large cap ’04
OPERATING ENGINEERS LOCAL 101
Tom Wilson, 816/737-5959
large cap ’03
PLUMBERS & PIPEFITTERS NATIONAL PENSION FUND
Bill Sweeney, 703/739-9020
large cap ’02

POOLED
ABSOLUTE INVESTMENT ADVISERS
Jay Compson, 781/740-1904
long/short ’05
AJO MARKET-NEUTRAL FUND
Exempted offshore fund
long/short ’99
CHRISTIAN BROTHERS INVESTMENT SERVICES
Frank Haines, 212/490-0800
large cap ’02
GUIDESTONE FUNDS
Matt Peden, 214/720-4704
small cap ’98, large cap ’06
HIGHMARK CAPITAL MANAGEMENT
Christine Weiss, 415/705-7513
large cap ’03
PRUDENTIAL RETIREMENT
Ric Filippelli, 860/534-2000
large cap ’05
QUAKER SMALL-CAP VALUE FUND
Jeff King, 610/455-2299
small cap ’96
RUSSELL INVESTMENT GROUP
Tom Monroe, 253/439-2952
top cap ’03, 130/30 ’07
SEI INVESTMENTS
Aimei Zhong, 610/676-2895
large cap ’03, top cap ’03, 130/30 ’05
TRANSAMERICA ASSET MANAGEMENT
Chris Staples, 727/299-1811
large cap ’04


+

MANDATE

TOP CAP
COMMONFUND
KAISER PERMANENTE
RK MELLON FOUNDATION
RUSSELL INVESTMENT GROUP
SEI INVESTMENTS

LARGE CAP
AFM
AFTRA RETIREMENT FUND
ANNENBERG FOUNDATION
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
BANCO POPULAR
BAPTIST COMMUNITY MINISTRIES
BAYLOR HEALTH CARE SYSTEM
BECHTEL BETTIS/BPMI
BECHTEL JACOBS
BWXT Y-12/UT-BATTELLE
CAMPBELL SOUP
CANADA POST
CARDINAL TRUST/NADART
CATERPILLAR
CENTRAL PA TEAMSTERS
CHARLOTTE FIREFIGHTERS
CHRISTIAN BROTHERS INV SVS
CITY OF AUSTIN ERS
CLEVELAND CLINIC
CONNECTICUT CARPENTERS
D&B
DETROIT GRS
DISTRICT 9 IAM & AW
FAIRFAX COUNTY EDU ESRS
FATHER FLANAGAN'S BOYS' HOME
FLORIDA RETIREMENT SYSTEM
FRESNO COUNTY ERA
GUIDESTONE FUNDS
HANFORD SITE PENSION PLAN
HIGHMARK CAPITAL
INOVA HEALTH SYSTEM
IWA FOREST
LOS ANGELES CITY ERS
LOUISIANA STATE ERS
LOUISIANA STATE POLICE
MANITOBA HEPP
MEDSTAR HEALTH
MONSANTO COMPANY
NATL RAILROAD RETIREMENT
NATL SECURITY TECHNOLOGIES
NJT AMALGAMATED TRANSIT UNION
NORDSON
NOVA SCOTIA WORKERS' COMP
NY STATE COMMON RET FUND
NYC RETIREMENT SYSTEMS
OHIO SERS
OKLAHOMA FIREFIGHTERS
OKLAHOMA PERS
OKLAHOMA SCHOOL LAND TRUST
OPERATING ENGINEERS LOCAL 101
OREGON PERF
PHILADELPHIA PERS
PLUMBERS & PIPEFITTERS NATL
PRUDENTIAL RETIREMENT
PUROLATOR COURIER
SAN BERNARDINO COUNTY ERA
SANDIA NATIONAL LABS
SAVINGS BANKS ERA
SEI INVESTMENTS
SHELL OIL COMPANY
SISTERS OF MERCY HEALTH SYS
SOUTH CAROLINA RET SYS
ST LOUIS COUNTY RET PLANS
TIFF
TRANSAMERICA ASSET MGMT
UNITED SPACE ALLIANCE
UNIV OF ARKANSAS FOUNDATION
MID CAP
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
CATERPILLAR
LABORERS' DC OF WESTERN PA
METHODIST CHILDREN'S HOME
OKLAHOMA TEACHERS' RET SYS

SMALL CAP
AETNA
DUKE ENERGY
GUIDESTONE FUNDS
METHODIST CHILDREN'S HOME
NASHVILLE & DAVIDSON COUNTY
OHIO SERS
QUAKER SMALL-CAP VALUE FUND
REICHHOLD
SOUTHERN CALIFORNIA EDISON
SPECTRA ENERGY
VIRGINIA RETIREMENT SYSTEM
WEST VIRGINIA INV MGT BOARD

130/30
FLORIDA RETIREMENT SYSTEM
MISSOURI LAGERS
MISSOURI PSRS/PEERS
ROHM AND HAAS
RUSSELL INVESTMENT GROUP
SEI INVESTMENTS

LONG/SHORT
ABSOLUTE INVESTMENT ADVISERS
AJO MARKET-NEUTRAL FUND
MACARTHUR FOUNDATION
SPELMAN COLLEGE

 

+ SIZE

> $1 B
RUSSELL INVESTMENT GROUP
SEI INVESTMENTS

$200 MM - $1B
FLORIDA RETIREMENT SYSTEM
OREGON PERF
ANONYMOUS
PRUDENTIAL RETIREMENT
MISSOURI PSRS/PEERS
CATERPILLAR
GUIDESTONE FUNDS
CANADA POST
SOUTH CAROLINA RET SYS
KAISER PERMANENTE
NYC RETIREMENT SYSTEMS
LOS ANGELES CITY ERS
ANONYMOUS
NATL RAILROAD RETIREMENT
WEST VIRGINIA INV MGT BOARD
OKLAHOMA TEACHERS' RET SYS
OHIO SERS
VIRGINIA RETIREMENT SYSTEM
NY STATE COMMON RET FUND
ANONYMOUS
SHELL OIL COMPANY
TRANSAMERICA ASSET MGMT
PLUMBERS & PIPEFITTERS NATL
HIGHMARK CAPITAL
LOUISIANA STATE ERS

$100 MM - $200 MM
ANONYMOUS
NOVA SCOTIA WORKERS' COMP
ANONYMOUS
FRESNO COUNTY ERA
MANITOBA HEPP
CLEVELAND CLINIC
SANDIA NATIONAL LABS
AJO MARKET-NEUTRAL FUND
AFTRA RETIREMENT FUND
AETNA
CENTRAL PA TEAMSTERS
CHRISTIAN BROTHERS INV SVS
ABSOLUTE INVESTMENT ADVISERS
DUKE ENERGY
BWXT Y-12/UT-BATTELLE
OKLAHOMA PERS
ANNENBERG FOUNDATION
D&B
SISTERS OF MERCY HEALTH SYS
CAMPBELL SOUP
INOVA HEALTH SYSTEM
CITY OF AUSTIN ERS
ANONYMOUS
ROHM AND HAAS
MISSOURI LAGERS
RK MELLON FOUNDATION
NASHVILLE & DAVIDSON COUNTY
ANONYMOUS
$50 MM - $100 MM
TIFF
NJT AMALGAMATED TRANSIT UNION
SAN BERNARDINO COUNTY ERA
MEDSTAR HEALTH
FAIRFAX COUNTY EDU ESRS
PHILADELPHIA PERS
IWA FOREST
ANONYMOUS
SOUTHERN CALIFORNIA EDISON
UNITED SPACE ALLIANCE
OKLAHOMA SCHOOL LAND TRUST
HANFORD SITE PENSION PLAN
BAYLOR HEALTH CARE SYSTEM
AFM
OPERATING ENGINEERS LOCAL 101
ANONYMOUS
BANCO POPULAR
QUAKER SMALL-CAP VALUE FUND
NATL SECURITY TECHNOLOGIES
ANONYMOUS
MACARTHUR FOUNDATION
MONSANTO COMPANY
ST LOUIS COUNTY RET PLANS

< $50 MM
ANONYMOUS
DISTRICT 9 IAM & AW
OKLAHOMA FIREFIGHTERS
DETROIT GRS
ANONYMOUS
LOUISIANA STATE POLICE
FATHER FLANAGAN'S BOYS' HOME
LABORERS' DC OF WESTERN PA
PUROLATOR COURIER
SAVINGS BANKS ERA
CARDINAL TRUST/NADART
CONNECTICUT CARPENTERS
CHARLOTTE FIREFIGHTERS
UNIV OF ARKANSAS FOUNDATION
NORDSON
BECHTEL BETTIS/BPMI
BECHTEL JACOBS
BAPTIST COMMUNITY MINISTRIES
METHODIST CHILDREN'S HOME
REICHHOLD
SPECTRA ENERGY
COMMONFUND
SPELMAN COLLEGE
 

+ TENURE

> 10 YEARS
SPELMAN COLLEGE
MACARTHUR FOUNDATION
VIRGINIA RETIREMENT SYSTEM
MEDSTAR HEALTH
FLORIDA RETIREMENT SYSTEM
METHODIST CHILDREN'S HOME
LABORERS' DC OF WESTERN PA
COMMONFUND
FRESNO COUNTY ERA
BAPTIST COMMUNITY MINISTRIES
QUAKER SMALL-CAP VALUE FUND
SANDIA NATIONAL LABS
NASHVILLE & DAVIDSON COUNTY
DUKE ENERGY
REICHHOLD
OKLAHOMA TEACHERS' RET SYS

5 - 10 YEARS
OHIO SERS
SOUTHERN CALIFORNIA EDISON
GUIDESTONE FUNDS
TIFF
WEST VIRGINIA INV MGT BOARD
AJO MARKET-NEUTRAL FUND
AETNA
ANONYMOUS
UNITED SPACE ALLIANCE
CONNECTICUT CARPENTERS
NORDSON
OKLAHOMA SCHOOL LAND TRUST
PHILADELPHIA PERS
CANADA POST
BWXT Y-12/UT-BATTELLE
KAISER PERMANENTE
INOVA HEALTH SYSTEM
LOS ANGELES CITY ERS
MISSOURI PSRS/PEERS
CITY OF AUSTIN ERS
SAN BERNARDINO COUNTY ERA
CHRISTIAN BROTHERS INV SVS
LOUISIANA STATE ERS
BANCO POPULAR
OKLAHOMA FIREFIGHTERS
PLUMBERS & PIPEFITTERS NATL
ROHM AND HAAS
D&B
MONSANTO COMPANY
AFTRA RETIREMENT FUND
OREGON PERF
OPERATING ENGINEERS LOCAL 101
NYC RETIREMENT SYSTEMS
HIGHMARK CAPITAL
LOUISIANA STATE POLICE
SHELL OIL COMPANY
SISTERS OF MERCY HEALTH SYS
RUSSELL INVESTMENT GROUP
SEI INVESTMENTS
UNIV OF ARKANSAS FOUNDATION

3 - 5 YEARS
CLEVELAND CLINIC
RK MELLON FOUNDATION
CENTRAL PA TEAMSTERS
OKLAHOMA PERS
FAIRFAX COUNTY EDU ESRS
ANONYMOUS
CARDINAL TRUST/NADART
TRANSAMERICA ASSET MGMT
DETROIT GRS
NJT AMALGAMATED TRANSIT UNION
NATL RAILROAD RETIREMENT
ST LOUIS COUNTY RET PLANS
ANNENBERG FOUNDATION
NY STATE COMMON RET FUND
HANFORD SITE PENSION PLAN
BAYLOR HEALTH CARE SYSTEM
DISTRICT 9 IAM & AW
PRUDENTIAL RETIREMENT
BECHTEL BETTIS/BPMI
1 - 3 YEARS
SOUTH CAROLINA RET SYS
ANONYMOUS
ANONYMOUS
NATL SECURITY TECHNOLOGIES
ABSOLUTE INVESTMENT ADVISERS
CAMPBELL SOUP
CHARLOTTE FIREFIGHTERS
MANITOBA HEPP
SAVINGS BANKS ERA
FATHER FLANAGAN'S BOYS' HOME
ANONYMOUS
ANONYMOUS
CATERPILLAR
MISSOURI LAGERS
BECHTEL JACOBS
PUROLATOR COURIER
ANONYMOUS
SPECTRA ENERGY
ANONYMOUS
ANONYMOUS
ANONYMOUS
ANONYMOUS
NOVA SCOTIA WORKERS' COMP

< 1 YEAR
IWA FOREST
ANONYMOUS
AFM
 





© 2001-2007 Aronson+Johnson+Ortiz, LP