Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Northern Mid Cap Index in their Schedule of Assets, totaling $7.1M 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 | 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 | PLUMBERS & PIPEFITTERS OF SOUT |
JUNEAU AK |
| 152 |
| $29.6M |
| $476K |
| 4 | LOS ANGELES PHILHARMONIC ASSOCIATION LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN | LOS ANGELES CA | 1,548 | $92.2M | $447K |
| 5 | CSRS, LLC CSRS, INC. PROFIT SHARING 401(K) PLAN | BATON ROUGE LA | 165 | $16.5M | $259K |
| 6 | OM GROUP, INC. OM GROUP 401(K) PLAN | PISCATAWAY NJ | 56 | $4.7M | $5K |
