Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Northern Funds Small Cap Value in their Schedule of Assets, totaling $135.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUND LOCAL NO. 1 IBEW PENSION BENEFIT TRUST FUND | ST. LOUIS MO | 5,046 | $1.9B | $92.1M |
| 2 | BOARD OF TRUSTEES OF THE NECA-IBEW PENSION BENEFIT TRUST FUND NECA-IBEW PENSION BENEFIT TRUST FUND | ST. LOUIS MO | 4,518 | $1.0B | $24.1M |
| 3 | BD OF TRUSTEES OF ELECTRICIANS' SALARY DEFERRAL PLAN OF LOCAL 1 IBEW- |
ST. LOUIS MO |
| 2,056 |
| $288.6M |
| $14.3M |
| 4 | UNIVERSITY OF DENVER UNIVERSITY OF DENVER RETIREMENT PLAN | DENVER CO | 7,091 | $908.8M | $5.3M |
