Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Northern Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $8.0M 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 | GRANITE CONSTRUCTION INCORPORATED GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | WATSONVILLE CA | 3,412 | $819.4M | $5.7M |
| 2 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $643K |
| 3 | WORLD SHIPPING, INC. |
CLEVELAND OH |
| 967 |
| $46.6M |
| $600K |
| 4 | EXOSTAR LLC EXOSTAR LLC 401(K) SAVINGS PLAN | HERNDON VA | 158 | $41.6M | $412K |
| 5 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $397K |
| 6 | PETERSON AMERICAN CORPORATION PETERSON AMERICAN 401(K) SAVINGS PLAN | SOUTHFIELD MI | 168 | $17.2M | $93K |
| 7 | REMA TIP TOP/ NORTH AMERICA, INC. REMA TIP TOP / NORTH AMERICA, INC. RETIREMENT PLAN | WOODCLIFF LAKE NJ | 214 | $32.8M | $66K |
| 8 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $66K |
| 9 | IP INFUSION INC. IP INFUSION INC. 401(K) PLAN | SANTA CLARA CA | 78 | $39.6M | $50K |
| 10 | VRX, INC. VRX, INC. RETIREMENT TRUST | PLANO TX | 197 | $11.2M | $29K |
