Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Northern Small Cap Value Fund Registered investment company in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EL CAMINO HOSPITAL EL CAMINO HOSPITAL 403(B) RETIREMENT PLAN | MT. VIEW CA | 4,437 | $976.1M | $8.0M |
| 2 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN | PORTLAND OR | 93 | $39.0M | $459K |
| 3 | WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
SALEM OR |
| 872 |
| $211.9M |
| $344K |
| 4 | BRODER BROS., CO. BRODER BROS., CO. EMPLOYEES' 401(K) TRUST | TREVOSE PA | 2,594 | $80.1M | $132K |
| 5 | ARVIG ENTERPRISES, INC. ARVIG EMPLOYEE STOCK OWNERSHIP PLAN | PERHAM MN | 714 | $91.2M | $8K |
