Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Northern Institutional Treasury Portfolio (Premier Shares), 4.29% in their Schedule of Assets, totaling $3.4M 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 | MAYO CLINIC MAYO PENSION PLAN | ROCHESTER MN | 74,151 | $11.8B | $2.6M |
| 2 | NRG ENERGY, INC. NRG ENERGY MASTER RETIREMENT TRUST | PRINCETON NJ | — | $782.9M | $416K |
| 3 | CONCORD HOSPITAL, INC. RETIREMENT PLAN FOR EMPLOYEES OF CONCORD HOSPITAL |
| 3,354 |
| $413.1M |
| $201K |
| 4 | MAYO CLINIC HOSPITAL - ROCHESTER MAYO CLINIC SAINT MARYS HOSPITAL RETIREMENT PLAN | ROCHESTER MN | 1,351 | $93.3M | $172K |
| 5 | MAYO CLINIC HOSPITAL - ROCHESTER MAYO CLINIC METHODIST HOSPITAL HOURLY EMPLOYEES' PENSION PLAN | ROCHESTER MN | 499 | $44.3M | $89K |
