Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Northern Trust Collective S&P 500 Index Fund - DC - Non- lending - Tier 4 Collective Trust Fund in their Schedule of Assets, totaling $6.2M 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 | WESTERN MILLING LLC WESTERN MILLING LLC 401(K) PROFIT SHARING PLAN & TRUST | GOSHEN CA | 635 | $59.0M | $6.0M |
| 2 | KRUSE WESTERN HOLDINGS, LLC KRUSE WESTERN HOLDINGS, LLC 401(K) AND PROFIT SHARING PLAN | GOSHEN CA | 82 | $13.9M | $222K |
