Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Northern Mid Cap Index Mutual fund in their Schedule of Assets, totaling $2.5M 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 | CAPE COD LUMBER CO., INC. CAPE COD LUMBER CO., INC. 401(K) PLAN | ABINGTON MA | 97 | $32.1M | $1.4M |
| 2 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $437K |
| 3 | IDEALAB IDEALAB 401(K) PLAN |
PASADENA CA |
| 24 |
| $16.7M |
| $269K |
| 4 | COOPER HOLDINGS, INC. COOPER HOLDINGS, INC. 401(K) PLAN | ATLANTA GA | 101 | $14.8M | $154K |
| 5 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN | OKLAHOMA CITY OK | 115 | $7.9M | $106K |
| 6 | VETERANS EZ INFO, INC. VETSEZ 401(K) PLAN | SAN DIEGO CA | 243 | $12.8M | $76K |
| 7 | REVER GRAND LLC REVER GRAND LLC 401(K) PROFIT SHARING PLAN & TRUST | GRANTS PASS OR | 1,988 | $12.6M | $21K |
| 8 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $20K |
| 9 | HASSELL & HUGHES LUMBER COMPANY, INC. HASSELL & HUGHES LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | COLLINWOOD TN | 84 | $4.6M | $18K |
