Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Northern Global Sustainability Index Mutual fund in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MITHUN, INC. MITHUN, INC. PROFIT SHARING 401(K) PLAN & TRUST | SEATTLE WA | 205 | $53.1M | $1.2M |
| 2 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $564K |
| 3 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN |
LINCOLN MA |
| 225 |
| $34.9M |
| $159K |
| 4 | WELLSPAN HEALTH CHAMBERSBURG HOSPITAL 401(A) PLAN AND TRUST | NEWYORK PA | 866 | $5.3M | $37K |
