Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1,223 U.S. retirement plans report holding a Northern Trust fund in their Schedule of Assets, totaling $205.6B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Northern Trust position |
|---|---|---|---|---|---|
| 1 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $43.7B |
| 2 | HCA INC. HCA INC. MASTER RETIREMENT TRUST | NASHVILLE TN | — | $23.4B | $21.4B |
| 3 | PFIZER INC PFIZER CONSOLIDATED PENSION PLAN |
NEW YORK NY |
| 7,790 |
| $10.0B |
| $9.7B |
| 4 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $8.5B |
| 5 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $5.3B |
| 6 | PRICEWATERHOUSECOOPERS LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP | TAMPA FL | 50,893 | $9.1B | $4.7B |
| 7 | AMGEN INC. AMGEN RETIREMENT AND SAVINGS PLAN | THOUSAND OAKS CA | 14,965 | $7.7B | $3.9B |
| 8 | TEXAS INSTRUMENTS INCORPORATED TEXAS INSTRUMENTS INCORPORATED DEFINED CONTRIBUTION PLAN MASTER TRUST | DALLAS TX | — | $9.2B | $3.7B |
| 9 | L3HARRIS TECHNOLOGIES, INC. L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST | MELBOURNE FL | — | $16.2B | $3.5B |
| 10 | SIEMENS CORPORATION MASTER TRUST FOR SIEMENS SAVINGS PLANS | ISELIN NJ | — | $9.7B | $3.3B |
