Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Northern Mid Cap Index in their Schedule of Assets, totaling $6.6M 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 | LEGAL & GENERAL AMERICA, INC. LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN | FREDERICK MD | 1,194 | $218.8M | $5.3M |
| 2 | REED FAMILY COMPANIES WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN | MODESTO CA | 533 | $60.1M | $616K |
| 3 | LOS ANGELES PHILHARMONIC ASSOCIATION |
LOS ANGELES CA |
| 1,548 |
| $92.2M |
| $447K |
| 4 | CSRS, LLC CSRS, INC. PROFIT SHARING 401(K) PLAN | BATON ROUGE LA | 165 | $16.5M | $259K |
