Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Northern Global Real Estate Ix in their Schedule of Assets, totaling $21.7M 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 | SEW-EURODRIVE, INC. SEW-EURODRIVE, INC. PROFIT SHARING/401(K) RETIREMENT PLAN | LYMAN SC | 1,062 | $238.0M | $8.4M |
| 2 | CASE FOODS, INC. CASE FARMS 401(K) PLAN | TROUTMAN NC | 3,298 | $46.7M | $6.7M |
| 3 | HAZEN RESEARCH, INC. HAZEN RESEARCH, INC. 401(K) RETIREMENT SAVINGS PLAN |
GOLDEN CO |
| 129 |
| $14.9M |
| $2.0M |
| 4 | POLYDECK SCREEN CORPORATION POLYDECK SCREEN CORPORATION 401(K) PLAN | SPARTANBURG SC | 326 | $24.4M | $1.8M |
| 5 | PEACHTREE PACKAGING, INC. PEACHTREE PACKAGING, INC 401(K) PLAN | LAWRENCEVILLE GA | 191 | $15.1M | $1.3M |
| 6 | STRUCTURAL GROUP INC. STRUCTURAL GROUP, INC. 401(K) SAVINGS PLAN AND TRUST | COLUMBIA MD | 2,404 | $187.7M | $738K |
| 7 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE MD | 12,374 | $294.7M | $243K |
| 8 | CROSBY TUGS LLC CROSBY TUGS, LLC 401(K) PLAN | GALLIANO LA | 694 | $21.5M | $225K |
| 9 | MORNING STAR COMPANY MORNING STAR COMPANY 401(K) PROFIT SHARING PLAN | WOODLAND CA | 706 | $90.6M | $141K |
| 10 | MURATA MACHINERY USA, INC. MURATA MACHINERY USA, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 440 | $41.8M | $139K |
