Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Northern Trust Collective Russell 2000 Index Fund Collective Trust Fund NR in their Schedule of Assets, totaling $1.5M 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 | GILLMAN SERVICES, INC. GILLMAN SERVICES, INC. 401(K) PLAN | HOUSTON TX | 921 | $30.4M | $992K |
| 2 | AUTOFOCUS, INC. AUTOFOCUS, INC. 401(K) PLAN | LAKE HAVASU CITY AZ | 257 | $27.7M | $540K |