Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Northern Small Cap Core Fund Mutual fund in their Schedule of Assets, totaling $2.0M 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 | BAY ALARM CO. BAY ALARM COMPANY PROFIT SHARING PLAN | CONCORD CA | 1,178 | $122.4M | $1.2M |
| 2 | SUGARCRM INC. SUGARCRM INC. RETIREMENT TRUST | SAN FRANCISCO CA | 223 | $32.4M | $642K |
| 3 | BIRNAM WOOD GOLF CLUB BIRNAM WOOD GOLF CLUB 401(K) PROFIT SHARING PLAN |
SANTA BARBARA CA |
| 160 |
| $9.1M |
| $144K |
| 4 | RESOLVIT RESOURCES LLC RESOLVIT RESOURCES LLC 401(K) RETIREMENT PLAN | BELLEVUE WA | 101 | $7.2M | $26K |