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Behavioral Ecology Vol. 10 No. 4: 409-421
© 1999 International Society for Behavioral Ecology

Sex allocation in a facultatively polygynous ant: between-population and between-colony variation

George L. Chana, Andrew Hingleb and Andrew F. G. Bourkea

a Institute of Zoology, Zoological Society of London, Regent's Park, London NW1 4RY, UK b Department of Biology, University College London, Wolfson House, 4 Stephenson Way, London NW1 2HE, UK

Address correspondence to A.F.G. Bourke. E-mail: andrew.bourke{at}ioz.ac.uk

Received 7 May 1998; revised 27 November 1998; accepted 22 December 1998.


    ABSTRACT
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
We investigated sex allocation in three U.K. populations of the facultatively polygynous ant Leptothorax acervorum over 1-3 years. The first main finding was that, across sites, the population sex-investment ratio changed from significantly female biased to significantly male biased with increasing polygyny. This was consistent with workers controlling sex allocation and reacting to changes in their population-level relatedness asymmetry. It was also consistent with local resource competition due to reproduction by colony budding under polygyny. Worker control was supported by the finding that queen number had no effect on sex allocation among polygynous colonies. The second main result was that monogynous colonies consistently produced more female-biased sex-investment ratios than polygynous colonies in one site only (Santon). The results from Santon supported both the relative relatedness asymmetry hypothesis and the idea of sex ratio compensation due to colony budding. The workers' response to their population-level relatedness asymmetry reinforced the case for relatedness asymmetry being influential at the colony level. The other populations could have lacked split sex ratios because polygynous colonies were either comparatively rare or common, making them behave as almost entirely monogynous (Aberfoyle) or polygynous (Roydon) populations. In Roydon, this was consistent with the inference from allozyme data that monogynous and polygynous colonies did not differ in their worker relatedness asymmetries. The final principal finding was that, of hypotheses linking the colony sex-investment ratio with sexual productivity, there was support for the constant female hypothesis but not for the constant male, cost variation, or multifaceted parental investment hypotheses.

Key words: allozyme, ants, Formicidae, Hymenoptera, Leptothorax, polygyny, relatedness, sex ratio, social insect, split sex ratio.


    INTRODUCTION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
The study of sex ratio evolution in social Hymenoptera is important because of its contribution to our understanding of the general causes of sex ratio variation in animals (Bourke and Franks, 1995Go; Crozier and Pamilo, 1996Go). In ants, sex ratios vary at both the population and colony levels (Boomsma, 1989Go; Nonacs, 1986aGo; Pamilo, 1990Go; Trivers and Hare, 1976Go). Extending Fisher's (1930Go) sex ratio theory, Trivers and Hare (1976Go) proposed that the population-level sex-investment ratio equals the relatedness asymmetry (the ratio of relatedness to the sexes) of whichever party controls sex allocation. In species with one queen per colony (monogyny), queens are equally related to the sexes, but workers are three times more closely related to sisters than to brothers. Trivers and Hare (1976Go) therefore predicted population sex-investment ratios of 1:1 if queens control sex allocation and 3:1 females:males if there is worker control. Average sex-investment ratios in monogynous, monandrous ants are significantly female biased, supporting the Trivers and Hare prediction with worker control (Bourke, 1997Go; Bourke and Franks, 1995Go; Crozier and Pamilo, 1996Go).

Many ant species have colonies that contain multiple queens through the readoption of daughter queens (secondary polygyny). In these colonies, theory predicts comparatively unbiased or even male-biased population sex-investment ratios. One reason is that adding extra reproductive queens reduces the workers' relatedness asymmetry (Trivers and Hare, 1976Go). Another is that the fitness of dispersing queens is discounted in proportion to their now-fractional contribution to the overall fitness return via female production (Pamilo, 1990Go). Last, while monogynous ant colonies usually reproduce by emitting dispersing sexuals (new queens and males), polygynous ant colonies often exhibit colony budding, in which queens leave colonies with workers and brood to establish new colonies near the parental one (Keller, 1991Go). This results in local resource competition (relatives compete for resources; Clark, 1978Go) among daughter queens, which predicts male-biased population sex-investment ratios (Pamilo, 1991Go). In support of these arguments, polygynous ant species exhibit average male bias in their population sex-investment ratios (Bourke and Franks, 1995Go). However, in polygynous species in which the degree of polygyny varies across populations, some previous studies have found population sex-investment ratios to covary with queen number across populations as expected (Walin, 1997Go), but others have not (Elmes, 1987Go; Herbers, 1990Go). In addition, although population sex-investment ratios in some ant species have been reported to remain fairly stable across successive years (Banschbach and Herbers, 1996Go; Brian, 1979Go; Herbers and Stuart, 1996bGo), in others they varied appreciably (Elmes, 1987Go; Evans, 1996bGo; Herbers, 1979Go, 1990Go; Herbers and Grieco, 1994Go; Pamilo and Rosengren, 1983Go; Pearson et al., 1997Go). Therefore, in polygynous ants, a need remains for data on population sex-investment ratios as a function of queen number in more than one population and year.

Within ant populations, colony sex-investment ratios are typically highly variable (Nonacs, 1986aGo). If different classes of colonies concentrate on producing one sex only, sex ratios are said to be split (Grafen, 1986Go). Several authors have recently proposed extensions of sex ratio theory to explain split sex ratios and, more generally, any systematic within-population variation in sex allocation (Table 1). According to these authors, two classes of factors are involved. The first consists of factors stemming from variation in the genetic or social structure of colonies, and the second involves ecological factors that result in variation in colony resource levels and hence colony productivity. However, the effects of these classes of factor are not mutually exclusive, and nor are the predictions of the different hypotheses (Table 1). Evidence for and against some of the hypotheses remains patchy (Table 1). Moreover, as with population sex-investment ratios, patterns of sex ratio splitting conceivably show yearly variation, although reports to date show that such patterns remain similar across years (Herbers, 1990Go; Sundström, 1994Go; Sundström et al., 1996Go). Therefore, to test the relevant hypotheses for colony-level variation in the sex-investment ratio (Table 1), empirical investigations over several years are required (cf. Herbers, 1984Go, 1990Go).


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Table 1 Hypotheses for colony-level variation in the sex investment ratio (proportion of investment in females) in the social Hymenoptera
 

In an earlier study, we showed that in the facultatively polygynous ant Leptothorax acervorum (Hymenoptera: Myrmicinae), the population sex-investment ratio was unbiased and split. Monogynous and polygynous colonies concentrated on female and male production, respectively (Chan and Bourke, 1994Go). Of hypotheses accounting for colony-level variation in the sex-investment ratio, our findings were consistent with the relative relatedness asymmetry hypothesis, the hypothesis of sex ratio compensation due to colony budding, and the constant female hypothesis. They were inconsistent with the queen-worker conflict hypothesis (Table 1). However, this study was based on 1 year of sampling from a single population. In the present study, we extended our investigation of sex allocation in L. acervorum over additional years and populations to test the hypotheses outlined above more robustly. Nonacs (1986aGo, bGo) proposed that, at the proximate level, a positive association of the sex-investment ratio with sexual productivity (Table 1) could be linked to a fall in the ratio of new workers to new queens (with colonies investing in workers under resource-poor conditions and investing in queens under resource-rich conditions). In the present study we measured new worker production alongside sexual production to investigate this hypothesis. Our work adds to that of previous authors who have examined sex allocation in relation to queen number and colony genetic structure in Leptothorax ants, including L. acervorum (Heinze et al., 1995bGo), L. ambiguus (Herbers and Grieco, 1994Go), L. curvispinosus (Herbers and Stuart, 1996bGo), L. longispinosus (Backus, 1995Go; Herbers, 1984Go, 1990Go; Herbers and Stuart, 1996aGo, bGo), and L. tuberum (Pearson et al., 1995Go, 1997Go).


    MATERIALS AND METHODS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
Study species
Leptothorax acervorum is a facultatively polygynous ant found in North America, Europe, and Asia (Bourke, 1991Go; Buschinger, 1968Go; Heinze and Ortius, 1991Go; Ito, 1990Go). In pine woods, colonies nest inside dead twigs on the ground. Single colonies occupy single twigs (monodomy). Genetic data from several populations, including one of the current study populations (Santon), show that coexisting queens within colonies are related on average and that inbreeding is absent (Bourke et al., 1997Go; Douwes et al., 1987Go; Heinze et al., 1995aGo, bGo; Stille and Stille, 1992Go; Stille et al., 1991Go). Additional genetic data suggest that queens mate singly and that workers produce few or no adult males (Heinze et al., 1995bGo, 1997Go; Seppä et al., 1995Go). In two populations, including the Santon one, relatedness among workers was significantly higher in monogynous colonies than in polygynous colonies (Heinze et al., 1995aGo, bGo), suggesting that workers under monogyny had higher relatedness asymmetries than those under polygyny. Nonetheless, relatedness among workers fell below 0.75 in the monogynous colonies. This was probably because some of these colonies were former polygynous ones that had lost queens. The occurrence of such a process was supported by the discovery of high turnover among reproductive queens in polygynous colonies (Bourke et al., 1997Go). These findings suggest a genuine but flexible link between queen number and workers' relatedness asymmetry within colonies from at least some populations.

The lack of evidence for inbreeding implies that L. acervorum males disperse widely enough before mating to make local mate competition among them either absent or of low intensity. However, polygynous L. acervorum colonies are strongly suspected to reproduce by colony budding (Bourke and Heinze, 1994Go; Stille and Stille, 1993Go). This suggests the occurrence of local resource competition between daughter queens and colonies.

Collection and census methods
We collected and censused 284 colonies from 3 pine wood populations of L. acervorum in the United Kingdom, sampling the populations over 3 years, 2 years, and 1 year, respectively (Table 2). The populations are separated by 250 km (Santon and Roydon). 530 km (Santon and Aberfoyle), and 620 km (Aberfoyle and Roydon) (these names will be used throughout for the three populations in Table 2). The collection and census methods were as described by Chan and Bourke (1994Go), who also presented data from the first of the collections (Santon in 1993). Censusing involved two counts, the first immediately after collection (Table 2) and the second several months later (mean 3.3 months, range 1-5.5 months) to ensure that all brood destined to mature in the year of collection had become adult. Comparison of the two censuses gave each colony's total annual production of new, alate queens (young, winged queens, which we refer to as "females"), new males ("males"), and new workers. It also gave each colony's original number of dealate queens and of adult workers ("old workers"). Dealate queens have shed their wings and are potential colony queens. During the second census, we removed all dealate queens and confirmed their reproductive status by ovarian dissections (Bourke, 1991Go). Colonies were classified as monogynous or polygynous on the basis of whether they contained one or more mated dealate queens (Chan and Bourke, 1994Go).


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Table 2 Collection sites, dates, and sample sizes
 

Dry weight measurements
We measured the thorax length and dry weight of individual ants sampled from the Santon colonies (Chan and Bourke, 1994Go). We used the regression equations between log dry weight and log thorax length to estimate dry weights from thoracic length measurements for additional, unweighed individuals. Thorax length was measured in 261 new workers (10% of which were weighed), 196 alate queens (31% of which were weighed), and 206 males (34% of which were weighed) collected from 5-6 monogynous and 3-6 polygynous colonies per year, respectively (except that no sexuals were measured from polygynous colonies in 1995). We assumed that the relative sizes of the sexes and castes in Aberfoyle and Roydon resembled those found in Santon. This assumption almost certainly involved some approximation because in other leptothoracines females tend to increase in weight relative to males as the frequency of monogyny rises in the population (Herbers and Stuart, 1996bGo). However, it is worth noting that, if such a trend is present in L. acervorum, calculating population sex-investment ratios using site-specific female and male dry weights would only have exaggerated differences reported in the Results section (with female bias being even greater in the relatively monogynous Aberfoyle population and male bias being even greater in the relatively polygynous Roydon population).

Statistical analyses of sex-investment ratio
We express all sex-investment ratios as the amount of biomass invested in females as a fraction of the total biomass invested in sexuals. We calculated standard errors for population and class-specific sex-investment ratios using Boomsma's method described in Bourke and Franks (1995Go: 160), with colony sex-investment ratios being weighted by the colony's sexual biomass divided by the average per-colony sexual biomass for the sample. In the regression and correlation analyses of sex allocation, the variables used were colony sex-investment ratio (angular transformed), dealate queen and old worker number (both log10-transformed), female, male, and total sexual production (all measured as mg of biomass and log10-transformed), and angular transformed new worker to new queen ratio, calculated as the biomass of new workers divided by the biomass of total diploid production. We transformed data sets to ensure (or improve) their fit to a normal distribution (Kolmogorov-Smirnov tests; Minitab Reference Manual: Release 11 for Windows, Minitab Inc., State College, Pennsylvania, 1996). We excluded from the regression and correlation analyses colonies producing five or fewer sexuals and five or fewer new diploids because these could have produced extreme ratios by chance. We also excluded outlying colonies with exceptionally high queen numbers (Santon colony SD 93 32, Aberfoyle colonies AB 94 15 and AB 95 01; see Appendix).

Genetic methods
We genetically examined 20 colonies (5 monogynous and 15 polygynous) arbitrarily selected from the Roydon 1995 sample. Ten to 12 old workers from all colonies and 2-10 dealate queens from the polygynous colonies were typed at 4 allozyme loci. We analyzed 235 workers and 70 queens. The loci examined were aconitase hydratase-2 (ACOH-2), glucose-6-phosphate dehydrogenase (G6PDH), glucose-6-phosphate isomerase (GPI), and phosphoglucomutase-1 (PGM-1). These loci were found to be polymorphic with, respectively four, two, four, and four alleles. Individual ants were ground in 8 µl of buffer (0.01% NADP, 0.1% ß-mercaptoethanol, 0.1% Triton X-100 detergent). After centrifuging, 7 µl of supernatant was applied to presoaked cellulose acetate plates. The buffers used were a Tris-Gly buffer (0.3% Trizma, 1.4% glycine, pH 8.6) and, for PGM-1 only, a phosphate buffer (0.36% NaH2PO4, 0.22% Na2HPO4, pH 6.3). Plates were run for 20 min at 200 V/2 mA at room temperature and were stained following protocols in Richardson et al. (1986Go). We tested inbreeding coefficients calculated from the genetic data for significant departures from zero using the permutation procedure (with 10,000 permutations) in the program FSTAT Version 2.3 (Goudet, 1995Go). We calculated relatedness values using RELATEDNESS version 4.2c (K. F. Goodnight and D. C. Queller, Rice University), which estimates regression relatednesses based on formulae in Queller and Goodnight (1989Go).


    RESULTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
Dry weights
The average dry weights of new workers, alate queens, males from monogynous colonies, and males from polygynous colonies were estimated to be 0.353 mg, 0.506 mg, 0.510 mg, and 0.444 mg, respectively. Only males differed significantly in body size across monogynous and polygynous colonies (oneway ANOVA: F1,67 = 7.99, p <.01). We calculated the cost ratio for converting numerical sex ratios to investment sex ratios as the untransformed female:male ratio of dry weights (0.506/0.510 = 0.99 in monogynous colonies and 0.506/0.444 = 1.14 in polygynous colonies). We did not apply Boomsma's 0.7 power conversion (Boomsma, 1989Go; Boomsma et al., 1995Go) because this would have made a negligible difference to the cost ratio based on dry weights alone.

Degree of polygyny
In the Santon population, the frequency of queenless, monogynous, and polygynous colonies changed significantly from the first to the second and third years of sampling (Table 3). At the Aberfoyle site, however, there was no significant change in the frequency of the queen-number classes across years (Table 3). The Roydon site was significantly more polygynous than the Aberfoyle and Santon sites (in the Santon case, for two of the three year-samples), and the Santon site was significantly more polygynous than the Aberfoyle site for one of the three year-samples (Table 3). Therefore, the overall ranking of the sites with respect to the degree of polygyny was (in order of decreasing polygyny): Roydon (69% colonies polygynous), Santon (21-53% colonies polygynous), and Aberfoyle (23-26% colonies polygynous; Table 3).


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Table 3 Level of polygyny in the study populations
 

Size and productivity of monogynous and polygynous colonies
We investigated differences in colony size and productivity between years and queen-number classes using general linear models designed as two-way ANOVAs (implemented in MINITAB release 11). In the Santon site, the results showed that, compared to polygynous colonies, monogynous colonies had significantly smaller colonies, were significantly more sexually productive, and allocated a significantly greater fraction of resources to sexual production (Table 4). In the Aberfoyle site, these differences were repeated only in the case of colony size. In addition, monogynous Aberfoyle ants showed a non-significant trend toward lower sexual productivity than polygynous ones and exhibited significantly lower total productivity and productivity per worker (Table 4). In Roydon, monogynous and polygynous colonies showed no significant differences in any parameter (Table 4).


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Table 4 Colony size and productivity summary statistics (per colony means; SDs in parentheses)
 

Population sex-investment ratio
At the Santon site, the population sex-investment ratios across the 3 years of sampling did not differ significantly (one-way ANOVA: F2,127 = 2.17, p >.05). However, there was a trend for female bias to increase over successive years (Table 5), corresponding with a decrease in the frequency of polygynous colonies in the population (Table 3). At Aberfoyle, there was also no significant change in population sex-investment ratio (Table 5) over the 2 years of sampling (t = 0.26, df = 45, p >.05). Across the three sites, the overall population sex-investment ratios were, in order of increasing female bias, 0.13 (Roydon), 0.60 (Santon), and 0.71 (Aberfoyle) (Table 5). These means were significantly different (F2,247 = 5.92, p <.01). Overall, the population sex-investment ratio was significantly male biased at Roydon and significantly female biased at Santon and Aberfoyle (Table 5).


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Table 5 Population sex-investment ratios
 

Colony-level variation in sex-investment ratios as a function of queen number
Comparison of sex-investment ratio in monogynous and polygynous colonies
We examined sex-investment ratio as a function of year and queen-number class within sites using general linear models designed as two-way ANOVAs. In both the Santon and Aberfoyle sites, neither year alone, nor the interaction of year and queen-number class, had significant effects. Queen-number class was a significant factor affecting sex allocation in Santon (F1,136 = 17.1, p <.001), but not in Aberfoyle (F1,29 = 0.02, p >.9) or Roydon (F1,23 = 0.39, p >.5). Specifically, at the Santon site, monogynous colonies produced female-biased broods, and polygynous colonies produced male-biased broods consistently over the 3 years of sampling, whereas at the other two sites monogynous and polygynous colonies produced similar sex-investment ratios (Figure 1).



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Figure 1 Mean sex-investment ratios (weighted by sexual productivity) of monogynous and polygynous colonies in the six year-samples (SD, Santon; AB, Aberfoyle; RW, Roydon). Error bar is one standard error. The sample sizes (number of colonies) for monogynous and polygynous colonies, respectively, were 21 and 24 (SD 1993), 31 and 9 (SD 1994), 67 and 18 (SD 1995), 23 and 7 (AB 1994), 12 and 5 (AB 1995), and 10 and 23 (RW 1995). When comparing sex-investment ratios, we pooled queenless with monogynous colonies within year-samples. Queenless colonies were likely to have been monogynous colonies that had recently lost their queen (or, in some cases, monogynous colonies in which we failed to find the queen). Moreover, in both samples with substantial numbers of queenless colonies (SD 1994 and SD 1995), queenless and monogynous colonies did not differ significantly in their mean sex investment ratios (1994: t = 0.67, df = 29, p >.05; 1995: t = 1.45, df = 65, p >.05).

 

In the Roydon population, we divided colonies on the basis of their inferred relatedness asymmetry independently of the observed queen number. Twelve colonies contained workers that could have come from monogynous, monandrous groups (two or fewer genotypes per locus; see "Genetic results") and were inferred to have high relatedness asymmetries. Six colonies contained workers that could not have come from such groups (greater than two genotypes per locus; see "Genetic results") and were inferred to have low relatedness asymmetries. These two groups did not differ significantly in their sex-investment ratios (t = 0.11, df = 15, p >.9).

Effect of queen number on colony sex-investment ratio in polygynous colonies
We investigated the effects of queen number on colony-level sex allocation within the polygynous colony class by regression analysis, controlling for the effects of colony size and sexual productivity (Nonacs, 1986aGo, bGo). In five data sets (the six year-samples with the Aberfoyle 1994 and Aberfoyle 1995 samples pooled due to small sample sizes), there was no significant regression of colony sex-investment ratio on queen number, controlling separately for colony size and total sexual production. There was also no such regression in the pooled data sets (Figure 2).



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Figure 2 Plots of angular transformed sex investment ratio (0° = all males, 90° = all females) versus residual log queen number in polygynous colonies from all year-samples (n = 61 colonies). (A) Residuals calculated by regressing log queen number on log old worker (OW) number (F1,59 = 8.76, p <.01). There was no significant regression of transformed sex-investment ratio on residual log queen number (b = -8.9, r2 = 0.0%, F1,59 = 0.58, p >.4). (B) Residuals calculated by regressing log queen number on log total sexual production (TSP) of colony (F1,59 = 16.9, p <.001). There was no significant regression of transformed sex investment ratio on residual log queen number (b = 4.9, r2 = 0.0%, F1,59 = 0.16, p >.6).

 

Colony-level variation in sex-investment ratios as a function of colony sexual productivity
We performed preliminary multiple regressions with colony sex-investment ratio as the dependent variable and, as independent variables, total colony sexual production and the two categorical variables queen-number class (colony monogynous or polygynous) and year (if applicable). We dropped from the initial model terms and interactions whose exclusion showed that they had no significant effect. There were no significant interaction terms in any population. In the Santon population, the final model involved only total sexual production and queen-number class as significant factors (F2,131 = 13.7, p <.001). We therefore pooled samples across years and regressed colony sex-investment ratio on total sexual production for monogynous and polygynous colonies separately. Monogynous colonies showed no significant regression of sex-investment ratio on total sexual production, whereas polygynous colonies showed a significant negative regression (Figure 3A, 3B).



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Figure 3 Plots of angular transformed sex-investment ratio (see Figure 2 legend) versus log total sexual production. (A) Monogynous Santon colonies, all years (n = 100 colonies). There was no significant regression of transformed sex investment ratio on log total sexual production (b = -2.65, r2 = 0.0%, F1,98 = 0.41, p >.5). (B) Polygynous Santon colonies, all years (n = 37 colonies). There was a significant negative regression of transformed sex-investment ratio on log total sexual production (b = -20.0, r2 = 13.6%, F1,35 = 6.68, p <.05). (C) Monogynous plus polygynous Aberfoyle colonies, both years (n = 32 colonies). There was no significant regression of transformed sex-investment ratio on log total sexual production (b = 13.9, r2 = 1.5%, F1,30 = 1.47, p >.2). (D) Monogynous plus polygynous Roydon colonies (n = 24 colonies). There was no significant regression of transformed sex investment ratio on log total sexual production (b = -15.1, r2 = 4.2%, F1,22 = 2.00, p >.1).

 

In the Aberfoyle population, neither queen-number class nor year proved to be significant factors in the preliminary multiple regressions. Consequently, we pooled colonies from both queen-number classes and years. There was no significant regression of sex-investment ratio on total sexual production, although the trend was for a positive association (Figure 3C). In the Roydon population, queen-number class was again not a significant factor. In the pooled data set, there was no significant regression of sex-investment ratio on total sexual production, although the trend was for a negative association (Figure 3D).

Relative resource allocation to new worker production and total sexual production
To investigate the association predicted by Nonacs (1986aGo, bGo), we calculated the partial correlation coefficient between the ratio of new workers to new queens and total colony sexual production (with old worker number held constant). This partial correlation was significantly negative in monogynous Santon colonies (r = -.59, df = 95, p <.001), not significant in polygynous Santon colonies (r = -.19, df = 33, p >.1), significantly negative in all Aberfoyle colonies (r = -.52, df = 29, p <.01), and not significant in all Roydon colonies (r =.24, df = 20, p >.1).

Genetic results
In the Roydon population, the allele frequencies at the four allozyme loci were as follows: ACOH-2: 0.92, 0.03, 0.04, 0.01; G6PDH: 0.60, 0.40; GPI: 0.70, 0.11, 0.10, 0.09; PGM-1: 0.63, 0.35, 0.01, 0.01. The population-wide inbreeding coefficient (F) measured from the dealate queen data was -0.40. There was significant homozygote excess at the locus ACOH-2 (F = 0.25, p =.01) and significant heterozygote excess at the remaining three loci (G6PDH, F = -0.79; GPI, F = -0.17; PGM-1, F = -0.44; all p <.001), the reasons for which were unknown. Similar results were found when the F values were calculated from the worker data. Because relatedness calculations assume Hardy-Weinberg equilibrium, we only examined relatedness values at all four loci pooled. Relatedness among dealate queens over all loci was 0.17 ± 0.08 SE (n = 70 queens from 15 polygynous colonies) and was not significantly greater from zero (t = 2.13, df = 14, p >.05). Relatedness among workers over all loci was 0.47 ± 0.15 SE in monogynous colonies (n = 58 workers from 5 colonies), 0.44 ± 0.04 SE in polygynous colonies (n = 177 workers from 15 colonies), and 0.45 ± 0.05 SE across all colonies (n = 235 workers from 20 colonies). Relatedness among workers did not differ significantly between monogynous and polygynous colonies (t = 0.38, df = 18, p >.1).

Because the lack of Hardy-Weinberg equilibrium at the marker loci may have affected the relatedness calculations, we examined the genotypes of workers in colonies classified as monogynous or polygynous on the basis of queen number. Assuming monandry, the possession by workers from any one colony of more than two genotypes per locus indicates a departure from strict monogyny. Inspection of the data showed that two of five "monogynous" colonies contained workers with more than 2 genotypes at 1 or more loci, whereas the figure for "polygynous" colonies was 5 of 15 colonies. This finding again suggested that the two colony classes had similar kin structures, as indicated by the relatedness calculations. We summarize key genetic and other features of all three study populations in Table 6.


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Table 6 Summary of features of the three study populations
 


    DISCUSSION
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
Population sex-investment ratio
In Leptothorax acervorum, population sex-investment ratios were variable across sites but, across years within sites, remained stable or changed only gradually. Overall, population sex-investment ratios covaried with the degree of polygyny (Table 3 and 5) as predicted by theory (Pamilo, 1990Go, 1991Go; Trivers and Hare, 1976Go). The Roydon population was the most polygynous and had a significantly male-biased population sex-investment ratio. The Santon population, with a variable but intermediate level of polygyny, had a population sex-investment ratio that was significantly female biased but significantly less than 0.75. Furthermore, in this population, there was a trend for relative female bias to rise as the level of polygyny fell across the 3 years of sampling. Finally, the Aberfoyle population had a comparatively low level of polygyny, and its population sex-investment ratio did not differ significantly from 0.75 (Tables 3 and 5).

In the Santon and Roydon populations, greater relative male bias in the population sex-investment ratio could have been due to either the workers' reduced relatedness asymmetry, or local resource competition stemming from colony budding, or both. If queens control sex allocation, female bias in the population sex-investment ratio is not predicted by any model for sex ratio evolution under polygyny (Pamilo, 1990Go, 1991Go). Therefore, the existence of significant overall female bias in Santon and Aberfoyle suggested that sex allocation was worker controlled.

The reasons that the three sites differed in their overall level of polygyny are unknown. There were no obvious causative ecological differences among the sites, but our study did not address this issue. For example, we did not measure the density of nests. However, our findings show that, whatever the cause of variation in the degree of polygyny, such variation was associated with variation in population sex allocation in the expected direction.

Colony-level variation in sex-investment ratios as a function of queen number
The Santon population showed a consistent pattern of sex ratio splitting over 3 successive years, with monogynous colonies concentrating on female production and polygynous colonies concentrating on male production (Figure 1). Furthermore, in this population workers in monogynous colonies were significantly more highly related than those in polygynous colonies (Table 6). Together, these findings were consistent with the predictions and assumptions of the relative relatedness asymmetry hypothesis (Table 1). They were also consistent with sex ratio compensation due to colony budding (Table 1). However, the female-biased overall sex-investment ratio in Santon indicated that workers responded to their relatedness asymmetry at the population level. This strengthened the case that sex ratio splitting in Santon stemmed, at least in part, from workers responding to their colony's relatedness asymmetry. Within the polygynous colony class, sex-investment ratios did not vary with queen number in the Santon population (or in any of the other populations: Figure 2). Therefore, if workers do indeed respond to their colony relatedness asymmetry, it appears that they can assess the type of colony they belong to (monogynous or polygynous), but not the precise degree of polygyny. The lack of association of colony sex-investment ratio with queen number at all sites also showed that there was no support for the queen-worker conflict hypothesis (Table 1).

In both Aberfoyle and Roydon, monogynous and polygynous colonies coexisted within populations but did not differ significantly in their class-specific sex-investment ratios. The absence of sex ratio splitting was consistent across the 2 years of sampling in Aberfoyle (Figure 1). We cannot offer a certain explanation for the absence of split sex ratios at Aberfoyle and Roydon, but suggest the explanations discussed below based on the current findings (Table 6). General reasons populations may unexpectedly lack sex ratio splitting are discussed by Ratnieks and Boomsma (1997Go). If none of these suggestions apply, the findings from Aberfoyle and Roydon must count as contradictions of both the relative relatedness asymmetry and sex ratio compensation due to colony budding hypotheses.

In the Aberfoyle population, although the polygynous colonies had high queen numbers and were productive (Table 4; Appendix), their frequency of occurrence was relatively low and remained low across years (Tables 3 and 6). We suggest, therefore, that polygyny was insufficiently frequent in this population for workers to have evolved a sex ratio response to its presence. This would have led to the population behaving as if it were completely monogynous. This was consistent with sex ratios not being split by queen number (Figure 1) and with the population sex-investment ratio not being significantly different from 0.75 (Table 5). Conceivably, in facultatively polygynous populations, workers can only successfully assess their colony's specific relatedness asymmetry if the frequency of the minority queen-number class exceeds a critical threshold, with the threshold being set by nonlinearities in the workers' ability to detect systematic variation in brood odor above the prevailing background level. Another possibility is that polygynous colonies in the Aberfoyle population retained comparatively high worker relatedness asymmetries through being functionally monogynous (having several mated queens, only one of which lays eggs at any one time). However, dissection data (not shown) revealing active ovaries (with corpora lutea and yolky eggs) among all mated queens within the polygynous Aberfoyle colonies contradict this possibility.

In the Roydon population, we make a similar suggestion as for Aberfoyle but with the relative frequencies of the colony classes reversed. We propose that monogynous colonies were present at such low frequency that the Roydon population behaved as an almost completely polygynous one. Specifically, sex ratios were not split by queen number (Figure 1) or by the workers' inferred relatedness asymmetry, and the population sex-investment ratio was significantly male biased (Table 5). The relatedness results indicated that there was no association between a colony's queen-number class and its workers' relatedness asymmetry. This would also have contributed to a lack of sex ratio splitting by queen number in the Roydon population. A decoupling of queen-number class and worker relatedness asymmetry was reported by Evans (1995Go) in the polygynous ant Myrmica tahoensis. Similarly, in a German L. acervorum population, relatedness among new queens in polygynous colonies was not significantly different from the relatedness expected under monogyny (Heinze et al., 1995bGo). A possible proximate cause of these phenomena is a high level of queen turnover (Bourke et al., 1997Go; Evans, 1995Go, 1996aGo; Heinze et al., 1995bGo). In the U.K. L. acervorum, decoupling of the queen-number class and worker relatedness asymmetry might have occurred in Roydon but not in Santon because of the higher level of polygyny in Roydon. This could have meant that, in Roydon, many more colonies that were monogynous at the time of sampling had experienced a developmental history involving polygyny.

Production schedules and colony-level variation in sex-investment ratios as a function of colony sexual productivity
The Santon population demonstrated fundamental differences in the production schedules of monogynous and polygynous colonies within a facultatively polygynous population (Table 6). Monogynous colonies invested significantly more resources in sexuals overall (Table 4), their sex-investment ratios did not change systematically as sexual productivity rose (Figure 3A), and their ratios of new workers to new queens decreased with increasing sexual productivity. Polygynous colonies invested fewer resources in sexuals (Table 4), their sex-investment ratios became significantly more male biased as sexual productivity rose (Figure 3B), and their ratios of new workers to new queens did not change with rising sexual productivity. The results from monogynous colonies therefore provided no support for the constant male, cost variation, or multifaceted parental investment hypotheses, whereas those from the polygynous colonies supported the constant female hypothesis (Table 1). In addition, the results from the monogynous colonies showed that, contrary to results of Nonacs (1986aGo, bGo), a fall in the new worker to new queen ratio with rising sexual productivity need not accompany an increase in the female bias of the colony sex-investment ratio with rising sexual productivity, because such an increase was absent (Figure 3A). Instead, in the monogynous Santon colonies, the decrease in the new worker to new queen ratio appeared to be associated with an increase in the proportionate allocation of resources to all sexuals as overall colony productivity (of new sexuals plus new workers) increased (r =.43, df = 97, p <.001).

In Aberfoyle, monogynous and polygynous colonies did not differ significantly in the proportion of resources allocated to sexuals (Table 4). Colonies as a whole did not alter their sex-investment ratios as sexual productivity rose, although the trend was for increasing female bias (Figure 3C). This trend was consistent with, but did not provide firm support for, the constant male, cost variation, and multifaceted parental investment hypotheses (Table 1). Colonies also showed a significant negative association of the new worker to new queen ratio with total sexual production. Given their similarity with the results from the monogynous Santon colonies (Table 6), these findings were consistent with the interpretation of the Aberfoyle population as behaving like a largely monogynous population.

Finally, in Roydon, monogynous and polygynous colonies again did not differ significantly in their production schedules (Table 4). Colonies as a whole did not alter their sex-investment ratios as sexual productivity rose, although the trend was for male bias to increase with increasing productivity (Figure 3D). This trend was consistent with, but not conclusively supportive of, the constant female hypothesis (Table 1). Colonies showed no association of the new worker to new queen ratio with total sexual production. Given their similarity with the results from the polygynous Santon colonies, these findings were consistent with the interpretation of the Roydon population as behaving like an almost entirely polygynous one.

We conclude that, overall, between-population and between-colony variation in sex-investment ratios in facultatively polygynous L. acervorum populations is complex (cf. Herbers, 1984Go, 1990Go). Some of the variation is explicable with current hypotheses, but a complete explanation of all the observed patterns requires further investigation. A1, A2, A3, A4, A5


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Table A1 Santon Warren, 1994
 

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Table A2 Santon Warren, 1995
 

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Table A3 Aberfoyle, 1994
 

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Table A4 Aberfoyle, 1995
 

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Table A5 Roydon Wood, 1995
 


    APPENDIX
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
Composition and annual production of Leptothorax acervorum colonies. DQ, number of dealate, colony queens; OW, number of original, old workers; NW, number of new workers produced; F, number of new queens produced; M, number of males produced; dash indicates missing data (in the case of DQ data, due to unsuccessful ovarian dissections). Data for the Santon, 1993 collection were published in Chan and Bourke (1994Go).


    ACKNOWLEDGEMENTS
 TOP
 ABSTRACT
 INTRODUCTION
 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
We thank the members or former members of the Ecology Group of the Institute of Zoology for support throughout this work, especially Steve Albon, Peter Cotgreave, Tim Coulson, and Ian Owens. We also thank the following for help and comments: Jürgen Heinze, Rob Hammond, the late Gordon Mackenzie, Jim Mallet, Andrew Pomiankowski, Lotta Sundström, and the anonymous referees. The Forestry Commission kindly provided collecting permission. This work was supported by a Natural Environment Research Council studentship held by G.L.C.


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 ABSTRACT
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 MATERIALS AND METHODS
 RESULTS
 DISCUSSION
 APPENDIX
 ACKNOWLEDGEMENTS
 REFERENCES
 
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