Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NORTHERN MIDCAP IDX Mutual Fund in their Schedule of Assets, totaling $162K 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 | SIMON ROOFING & SHEET METAL CORP SIMON ROOFING & SHEET METAL CORP 401K PROFIT SHARING | YOUNGSTOWN OH | 469 | $32.6M | $151K |
| 2 | TEXAS PETROLEUM INVESTMENT COMPANY TEXAS PETROLEUM INVESTMENT COMPANY 401(K) PLAN | HOUSTON TX | 100 | $33.4M | $11K |
