Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Northern Small-Cap Core Fund in their Schedule of Assets, totaling $5.4M 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 | SMART MODULAR TECHNOLOGIES, INC. SMART MODULAR TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | NEWARK CA | 889 | $217.5M | $3.4M |
| 2 | TRACHTE BUILDING SYSTEMS, INC. TRACHTE BUILDING SYSTEMS, INC. 401(K) PLAN | SUN PRAIRE WI | 248 | $31.4M | $1.2M |
| 3 | BAXTER HODELL DONNELLY PRESTON, INC. |
CINCINNATI OH |
| 189 |
| $30.8M |
| $372K |
| 4 | SERVICE FEDERAL CREDIT UNION SERVICE FEDERAL CREDIT UNION PROFIT SHARING/401K PLAN | PORTSMOUTH NH | 999 | $112.9M | $197K |
| 5 | ROBROY INDUSTRIES, INC. ROBROY INDUSTRIES, INC. 401(K) SAVINGS PLAN | VERONA PA | 270 | $27.9M | $173K |
| 6 | RLJ MCLARTY LANDERS AUTOMOTIVE, LLC RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN | LEWISVILLE TX | 2,579 | $40.3M | $94K |
| 7 | TRACHTE BUILDING SYSTEMS, INC. TRACHTE BUILDING SYSTEMS, INC. 401(K) EMPLOYEE RETIREMENT PLAN | SUN PRAIRE WI | 168 | $5.9M | $31K |
