Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Northern Small Cap Value in their Schedule of Assets, totaling $14.7M 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 | VALLEY CHILDREN'S HOSPITAL VALLEY CHILDREN'S HOSPITAL DEFINED CONTRIBUTION RETIREMENT PLAN | MADERA CA | 3,806 | $611.8M | $9.2M |
| 2 | ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. THE ASSOCIATION OF UNIVERSITIES FOR RESEARCH IN ASTRONOMY, INC. 403(B) SAVINGS PLAN | WASHINGTON DC | 1,557 | $298.8M | $1.4M |
| 3 |
FINDLAY OH |
| 393 |
| $52.8M |
| $1.0M |
| 4 | GEORG FISCHER SIGNET LLC GEORG FISCHER SAVINGS TAX-ADVANTAGED RETIREMENT PLAN | IRWINDALE CA | 1,173 | $159.1M | $692K |
| 5 | ILLINOIS CREDIT UNION LEAGUE ILLINOIS CREDIT UNION SYSTEM RETIREMENT SECURITY 401(K) PLAN | NAPERVILLE IL | 115 | $39.5M | $676K |
| 6 | COLORADO COLLEGE COLORADO COLLEGE RETIREMENT BENEFIT PLAN | COLORADO SPRINGS CO | 737 | $381.5M | $647K |
| 7 | THE PRINCE & IZANT COMPANY THE PRINCE & IZANT COMPANY PROFIT SHARING PLAN AND TRUST | CLEVELAND OH | 142 | $32.2M | $565K |
| 8 | VER HALEN, INC. VER HALEN, INC. PROFIT SHARING & SALARY SAVINGS PLAN & TRUST | GREEN BAY WI | 140 | $23.5M | $380K |
| 9 | GI ASSOCIATES, LLC GI ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST 006 GIS | MILWAUKEE WI | 300 | $63.2M | $213K |
| 10 | GLOBAL TOTE US LLC GLOBAL TOTE US, LLC 401(K) PLAN | HAMDEN CT | 113 | $6.9M | $12K |
