Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding NORTHERN MID CAP INDEX SHR in their Schedule of Assets, totaling $662K 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 | INGENIA POLYMERS, INC. INGENIA POLYMERS, INC. 401(K) PLAN | HOUSTON TX | 227 | $11.1M | $331K |
| 2 | BIG SPRINGS MEDICAL ASSOCIATION, MISSOURI HIGHLANDS HEALTH CARE 401(K) PLAN | ELLINGTON MO | 262 | $6.8M | $206K |
| 3 | STAR AND CRESCENT BOAT COMPANY STAR AND CRESCENT BOAT COMPANY 401(K) SAVINGS PLAN |
CORONADO CA |
| 287 |
| $14.6M |
| $113K |
| 4 | AHEAD, LLC AHEAD, LLC 401(K) SAVINGS PLAN | NEW BEDFORD MA | 192 | $8.3M | $7K |
| 5 | MARINOSCI LAW GROUP, PC MARINOSCI LAW GROUP P.C. 401(K) PROFIT SHARING PLAN AND TRUST | WARWICK RI | 96 | $6.2M | $6K |
