Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Northern Global Real Estate Index TR in their Schedule of Assets, totaling $245K 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 | SCOTTMADDEN, INC. SCOTTMADDEN, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 216 | $80.1M | $197K |
| 2 | JOHANNA FOODS, INC. JOHANNA FOODS, INC. LACTO DIVISION (LOCAL 152 EMPLOYEES) SVGS AND INV PLAN | FLEMINGTON NJ | 135 | $5.1M | $48K |
