Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Northern Funds Northern Small Cap Value Fund in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DISCOUNT DRUG MART, INC. DISCOUNT DRUG MART, INC. 401(K) PROFIT SHARING PLAN | MEDINA OH | 4,662 | $169.4M | $4.4M |
| 2 | GF MACHINING SOLUTIONS LLC GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN | LINCOLNSHIRE IL | 208 | $60.0M | $1.4M |
| 3 | OREGON EPISCOPAL SCHOOL |
PORTLAND OR |
| 287 |
| $60.8M |
| $649K |
| 4 | NATIONAL INSURANCE CRIME BUREAU NATIONAL INSURANCE CRIME BUREAU EMPLOYEE SAVING PLAN | OAK BROOK IL | 412 | $83.2M | $174K |
