Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Northern Global Sustainability Index Fund Mutual fund in their Schedule of Assets, totaling $14.3M 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 | MSCI INC. MSCI INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,191 | $430.1M | $6.9M |
| 2 | THE CLOROX COMPANY THE CLOROX COMPANY 401(K) PLAN | OAKLAND CA | 5,521 | $2.3B | $6.3M |
| 3 | ALTA FOREST PRODUCTS, LLC ALTA FOREST PRODUCTS 401(K) RETIREMENT PLAN |
CHEHALIS WA |
| 493 |
| $29.3M |
| $962K |
| 4 | THRIVE SENIOR LIVING LLC THRIVE SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 677 | $4.0M | $64K |
| 5 | THE CLOROX COMPANY THE CLOROX COMPANY EE RETIREMENT INVESTMENT PLAN FOR PUERTO RICO | OAKLAND CA | 66 | $21.4M | $23K |
| 6 | LAIRD NORTON WETHERBY TRUST COMPANY, LLC LNW RETIREMENT PLAN | SEATTLE WA | 191 | $57.7M | $5K |
| 7 | WILLIAM C. SMITH & CO. WILLIAM C. SMITH & CO. 401(K) PLAN | WASHINGTON DC | 421 | $35.4M | $4K |
