Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Northern Small Cap Value Fund - in their Schedule of Assets, totaling $24.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE BOARD OF TRUSTEES OF THE CENTRAL MIDWEST REGIONAL COUNCIL CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DEFINED CONTRIBUTION PENSION PLAN | TROY MI | 35,197 | $1.4B | $16.1M |
| 2 | STITES & HARBISON STITES & HARBISON, PLLC RESTATED SECURITY PLAN I | LOUISVILLE KY | 323 | $183.6M | $3.2M |
| 3 | NORTH STAR BLUESCOPE STEEL LLC |
DELTA OH |
| 608 |
| $161.8M |
| $2.8M |
| 4 | PRAIRIE FARMS DAIRY, INC. PRAIRIE FARMS DAIRY, INC. 401(K) PLAN | EDWARDSVILLE IL | 1,393 | $33.3M | $1.1M |
| 5 | SECURA INSURANCE COMPANY SECURA EMPLOYEES' SALARY SAVINGS PLAN | NEENAH WI | 1,063 | $192.7M | $695K |
| 6 | MELTON & MELTON, LLP MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST | HOUSTON TX | 138 | $41.8M | $643K |
| 7 | STAN KOCH & SONS TRUCKING, INC. KOCH COMPANIES 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,435 | $53.6M | $256K |
| 8 | FOREIGN AUTO IMPORT, INC. D/B/A TOYOTA OF WATERTOW TOYOTA OF WATERTOWN 401(K) PLAN | WATERTOWN MA | 307 | $18.6M | $57K |
| 9 | GCON MANAGEMENT COMPANY, LLC GCON 401(K) PLAN | PHOENIX AZ | 174 | $15.4M | $55K |
| 10 | EDGEWATER AUTOMATION, LLC EDGEWATER AUTOMATION 401(K) PLAN | ST. JOSEPH MI | 253 | $14.6M | $23K |
