Form 5500 Search

Northern Small CAP Value Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 34 retirement plans report an interest in this investment, totaling $3.1M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
34
Reported interest (EOY)
$3.1M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: Northern Small CAP Value Fund, Northern Small CAP Value. Counts combine all variants of the same investment.

Plans holding Northern Small CAP Value Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1INDOFF, LLC
INDOFF, LLC RETIREMENT SAVINGS PLAN
SAINT LOUIS
MO
298$39.4M$994K
2TRI-STATE TRUCK CENTER, INC.
THE TRI-STATE TRUCK CENTER, INC. 401(K) RETIREMENT PLAN
MEMPHIS
TN
310$34.1M$587K
3STS OPERATING, INC.
PARAGON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
WARREN
MI
114$15.8M$248K
4CALIFORNIA NORTHSTATE UNIVERSITY LLC
CALIFORNIA NORTHSTATE UNIVERSITY LLC 401K PROFIT SHARING PLAN
ELK GROVE
CA
395$12.8M$216K
5MARQUARDT MEMORIAL MANOR, INC.
MARQUARDT MEMORIAL MANOR, INC. SAVINGS PLAN
WATERTOWN
WI
1,024$17.8M$198K
6SACO AEI POLYMERS, INC.
SACO AEI POLYMERS, INC. 401(K) AND PROFIT SHARING PLAN
SHEBOYGAN
WI
273$23.4M$196K
7THOMAS HOWELL FERGUSON, P.A.
THOMAS HOWELL FERGUSON, P.A. 401K PLAN
TALLAHASSEE
FL
116$25.0M$127K
8A-1 HEATING & AIR CONDITIONING, INC.
A-1 HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN
MERIDIAN
ID
124$3.2M$110K
9OXFORD CONSTRUCTION COMPANY
OXFORD CONSTRUCTION COMPANY 401K PLAN
ALBANY
GA
188$9.3M$97K
10THE MUSEUM OF CONTEMPORARY ART
MOCA 401(K) PLAN
LOS ANGELES
CA
179$5.6M$71K
See all 34 plans holding Northern Small CAP Value Fund
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