Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Northern Small Cap Core in their Schedule of Assets, totaling $3.7M 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 | PETROLEUM HEAT AND POWER CO., INC. RETIREMENT SAVINGS PLAN | STAMFORD CT | 2,885 | $351.5M | $3.5M |
| 2 | SCARINCI & HOLLENBECK, LLC SCARINCI & HOLLENBECK, LLC 401(K) PLAN | LITTLE FALLS NJ | 95 | $11.2M | $186K |
| 3 | ANDERSON HAY & GRAIN CO., INC. ANDERSON GROUP 401(K) SAVINGS PLAN |
ELLENSBURG WA |
| 164 |
| $14.0M |
| $11K |