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The harvester ant, Pogonomyrmex occidentalis, is characterized by high levels of intracolonial genetic diversity resulting from multiple mating by the queen. Within reproductively mature colonies, the relative frequency of different male genotypes (patrilines) is not stable. The difference between samples increases with time, nearing an asymptote after a year. Patriline distributions in gynes and workers display similar patterns of change. A consequence of changing patriline distributions is that workers and gynes appear to have different fathers. However, apparent genetic differences between castes are caused by changing paternity among all females. Temporal variation in the relative frequency of patrilines may be a consequence of processes that reflect sexual conflict, such as sperm clumping. Recent work documenting genotype differences between physical castes (workers and gynes; major and minor workers) in several species of ants has been interpreted as evidence of genetic caste determination. Reanalysis of these studies found little support for this hypothesis. Apparent caste determination may result from temporal variation in sperm use, rather than from fertilization bias among male ejaculates.

The question of how reproductives and sterile workers differentiate within eusocial groups has long been a core issue in the study of social insects. Recent studies have shown that not only environmental factors but also genetic factors affect caste differentiation. In the termite Reticulitermes speratus, queens produce their replacements (neotenics) asexually but use normal sexual reproduction to produce other colony members. Here, we demonstrate a genetic influence on caste determination underlying the asexual queen succession system in this termite species. Thelytoky in termites is accomplished by automixis with terminal fusion, yielding almost completely homozygous offspring; thus, parthenogenetically and sexually produced offspring profoundly differ in heterozygosity. An analysis of the relationship between the reproductive dominance of female neotenics obtained from experimentally orphaned colonies and their genotypes at five microsatellite loci showed that homozygosity at two loci influenced the developmental priority and/or reproductive quality of neotenics. These results suggest the existence of a multi-locus system affecting the queen fecundity and explain why parthenogens have genetic priority to become neotenics in this termite species.

We examined the distribution and ancestral relationships of genetic caste determination (GCD) in 46 populations of the seed-harvester ants Pogonomyrmex barbatus and P. rugosus across the east-to-west range of their distributions. Using a mtDNA sequence and two nuclear markers diagnostic for GCD, we distinguished three classes of population phenotypes: those with GCD, no evidence of GCD, and mixed (both GCD and non-GCD colonies present). The GCD phenotype was geographically widespread across the range of both morphospecies, occurring in 20 of 46 sampled populations. Molecular data suggest three reproductively isolated and cryptic lineages within each morphospecies, and no present hybridization. Mapping the GCD phenotype onto a mtDNA phylogeny indicates that GCD in P. rugosus was acquired from P. barbatus, suggesting that interspecific hybridization may not be the causal agent of GCD, but may simply provide an avenue for GCD to spread from one species (or subspecies) to another. We hypothesize that the origin of GCD involved a genetic mutation with a major effect on caste determination. This mutation generates genetic conflict and results in the partitioning and maintenance of distinct allele (or gene set) combinations that confer differences in developmental caste fate. The outcome is two dependent lineages within each population; inter-lineage matings produce workers, while intra-lineage matings produce reproductives. Both lineages are needed to produce a caste-functional colony, resulting in two reproductively isolated yet interdependent lineages. Pogonomyrmex populations composed of dependent lineages provide a unique opportunity to investigate genetic variation underlying phenotypic plasticity and its impact on the evolution of social structure.

Altruistic caste, including worker and soldier (derived from worker), plays a critical role in the ecological success of social insects. The proportion of soldiers, soldier sex ratios, and the number of workers vary significantly between species, and also within species, depending on colony developmental stage and environmental factors. However, it is unknown whether there are sex-linked effects from parents on controlling the caste fate or not. Here, we compared soldier sex ratios, soldier proportions, and population size among a four mating types of Reticulitermes amamianus (Ra) and R . speratus (Rs) (male × female, mRa × fRa, mRa × fRs, mRs × fRa, mRs × fRs) and demonstrate that the soldier sex ratio and worker population size of hybrid colonies skew to colonies of king’s species, while the soldier proportion skew to queen’s species. The survival rate of offspring resulting from interspecies hybridization was significantly higher for mRa × fRs than for mRs × fRa. The results of this study demonstrate the asymmetric influence of kings and queens on caste determination and colony growth, which can contribute to our better understanding of parental influence on the colony dynamics of social insects.

Eusocial insects can be defined as those that live in colonies and have distinct queens and workers. For most species, queens and workers arise from a common genome, and so caste-specific developmental trajectories must arise from epigenetic processes. In this review, we examine the epigenetic mechanisms that may be involved in the regulation of caste dimorphism. Early work on honeybees suggested that DNA methylation plays a causal role in the divergent development of queen and worker castes. This view has now been challenged by studies that did not find consistent associations between methylation and caste in honeybees and other species. Evidence for the involvement of methylation in modulating behaviour of adult workers is also inconsistent. Thus, the functional significance of DNA methylation in social insects remains equivocal. This article is part of the theme issue 'How does epigenetics influence the course of evolution?'

The cellular mechanisms employed by some organisms to produce contrasting morphological and reproductive phenotypes from the same genome remains one of the key unresolved issues in biology. Honeybees ( Apis mellifera ) use differential feeding and a haplodiploid sex determination system to generate three distinct organismal outcomes from the same genome. Here we investigate the honeybee female and male caste-specific microRNA and transcriptomic molecular signatures during a critical time of larval development. Both previously undetected and novel miRNAs have been discovered, expanding the inventory of these genomic regulators in invertebrates. We show significant differences in the microRNA and transcriptional profiles of diploid females relative to haploid drone males as well as between reproductively distinct females (queens and workers). Queens and drones show gene enrichment in physio-metabolic pathways, whereas workers show enrichment in processes associated with neuronal development, cell signalling and caste biased structural differences. Interestingly, predicted miRNA targets are primarily associated with non-physio-metabolic genes, especially neuronal targets, suggesting a mechanistic disjunction from DNA methylation that regulates physio-metabolic processes. Accordingly, miRNA targets are under-represented in methylated genes. Our data show how a common set of genetic elements are differentially harnessed by an organism, which may provide the remarkable level of developmental flexibility required.

Many populations of the seed-harvester ant Pogonomyrmex barbatus exhibit genetic caste determination (GCD) generated by the interbreeding of two distinct yet interdependent lineages. Same-lineage matings are genetically predestined to become female reproductives (gynes) whereas alternate-lineage matings become workers. The perpetuation of this system requires that reproductives of both lineages are available for mating and are thus part of the effective population. We label these dependent lineage populations, because each lineage depends on the alternate lineage for worker production. Here we investigate the potential costs associated with GCD in a population with highly skewed lineage frequencies. We reared colonies using newly mated queens from a GCD population and an ecologically equivalent Pogonomyrmex rugosus population with environmental caste determination. GCD founding queens suffer a genetic load from mating randomly and produce fewer brood with advanced development compared with environmental caste determination queens. Our results indicate that GCD queens acquiring a high proportion of same-lineage sperm are unlikely to found a colony successfully. Given model parameters of random mating and founding queens mating with three males on average, there was a close fit between theoretical expectations of variation in colony worker production based on mating and lineage frequencies and empirical deficits in worker production. As expected, severely decreased worker production was specific to the common lineage, suggesting that negative frequency-dependent selection acts to stabilize a dependent lineage system.

We argue that caste determination, the process whereby females in the social Hymenoptera develop into either queens or workers, is subject to kin-selected conflict. Potential conflict arises because developing females are more closely related to their would-be offspring than to those of other females. Therefore, they may favour becoming queens contrary to the interests of other developing females and of existing queens and workers. We suggest two contexts leading to potential caste conflict. The first occurs when queens are reared in a reproductive phase following an ergonomic phase of worker production, while the second occurs when queens and workers are reared simultaneously. The first context assumes that workers' per capita contribution to colony survival and productivity falls with rising colony size. A critical feature influencing whether potential conflict is realized is the extent to which developing females can determine their own caste (\"self-determination\"). Self-determination is facilitated when female larvae control their own food intake and when queen-worker size dimorphism is low. We know of no strong evidence for actual conflict over caste fate arising in the first context. However, stingless bees and polygynous ants with excess queen-potential larvae that are either forced to develop as workers or are culled as adults demonstrate actual caste conflict in the second context. Caste conflict does not preclude caste regulation for \"the good of the colony\", but such regulation is contingent on either the absence of potential conflict or on developing females losing control of their caste fate.

Eusocial insects exhibit the most striking example of phenotypic plasticity. There has been a long controversy over the factors determining caste development of individuals in social insects. Here we demonstrate that parental phenotypes influence the social status of offspring not through genetic inheritance but through genomic imprinting in termites. Our extensive field survey and genetic analysis of the termite Reticulitermes speratus show that its breeding system is inconsistent with a genetic caste determination model. We therefore developed a genomic imprinting model, in which queen- and king-specific epigenetic marks antagonistically influence sexual development of offspring. The model accounts for all known empirical data on caste differentiation of R. speratus and other related species. By conducting colony-founding experiments and additively incorporating relevant socio-environmental factors into our genomic imprinting model, we show the relative importance of genomic imprinting and environmental factors in caste determination. The idea of epigenetic inheritance of sexual phenotypes solves the puzzle of why parthenogenetically produced daughters carrying only maternal chromosomes exclusively develop into queens and why parental phenotypes (nymph- or worker-derived reproductives) strongly influence caste differentiation of offspring. According to our model, the worker caste is seen as a “neuter” caste whose sexual development is suppressed due to counterbalanced maternal and paternal imprinting and opens new avenues for understanding the evolution of caste systems in social insects.

The occurrence of a pre-imaginal caste determination represents a sort of “point of no return” to eusociality. In some social insect taxa, including Polistes species, the occurrence of distinct queen and worker castes is still debated. Before this report, no clear morphological differences between reproductive and non-reproductive individuals were known. Here we show that several pre-imaginal morphological differences of the Van der Vecht organ occur between foundresses (queens) and workers. Geometric morphometrics revealed that queens are characterized by shape deformations of this organ, which is responsible for a typical allometric growth of the secretory area. This organ is predicted to be larger in foundresses compared to workers because its secretion is involved in defense against ants, in nestmate recognition and in preventing workers from challenging for direct reproduction. The results presented here indicate the existence of an incipient morphological caste determination Polistes gallicus and suggest that this species may have passed the “point of no return” for eusociality.