Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Northern Institutional Funds Northern Small Cap Value in their Schedule of Assets, totaling $30.6M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $26.8M |
| 2 | SUTTER HEALTH SUTTER HEALTH 401(K) SAVINGS PLAN | SACRAMENTO CA | 2,552 | $179.6M | $1.9M |
| 3 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN |
| 13,396 |
| $864.9M |
| $1.3M |
| 4 | OHIO VALLEY ELECTRIC CORPORATION SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP | PIKETON OH | 539 | $150.0M | $609K |
| 5 | SUTTER VNA AND HOSPICE SUTTER VNA AND HOSPICE RETIREMENT PLAN | SACRAMENTO CA | 13 | $2.7M | $4K |