Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Northern Small Cap Value Shares of registered investment companies in their Schedule of Assets, totaling $307K 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 | CATLIN GABEL SCHOOL CATLIN GABEL SCHOOL RETIREMENT PLAN | PORTLAND OR | 222 | $52.5M | $307K |
