Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Northern Northern Small Cap Value in their Schedule of Assets, totaling $11.9M 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 | W. L. GORE & ASSOCIATES, INC. WL GORE & ASSOCIATES, INC. 401(K) PLAN | NEWARK DE | 8,777 | $2.0B | $10.3M |
| 2 | CLEVELAND RESEARCH COMPANY, LLC CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | CLEVELAND OH | 124 | $28.8M | $1.2M |
| 3 | REPUBLIC STEEL REPUBLIC STEEL 401(K) PLAN |
CANTON OH |
| 25 |
| $28.0M |
| $420K |
