Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Northern Trust Extended Equity Market Index Fund in their Schedule of Assets, totaling $363.0M 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 | AUTOMATIC DATA PROCESSING, INC. AUTOMATIC DATA PROCESSING, INC. RETIREMENT AND SAVINGS PLAN | ROSELAND NJ | 34,516 | $7.3B | $279.8M |
| 2 | PPL SERVICES CORPORATION PPL DEFINED CONTRIBUTION MASTER TRUST | ALLENTOWN PA | — | $2.4B | $35.4M |
| 3 | LG&E AND KU ENERGY LLC LG&E AND KU SAVINGS PLAN |
LOUISVILLE KY |
| 2,706 |
| $1.0B |
| $14.8M |
| 4 | PPL SERVICES CORPORATION PPL DEFERRED SAVINGS PLAN | ALLENTOWN PA | 513 | $617.8M | $9.1M |
| 5 | SWIFT, CURRIE, MCGHEE & HIERS SWIFT, CURRIE, MCGHEE & HIERS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 347 | $96.1M | $5.8M |
| 6 | PPL SERVICES CORPORATION PPL EMPLOYEE SAVINGS PLAN | ALLENTOWN PA | 557 | $299.1M | $4.4M |
| 7 | PPL SERVICES CORPORATION PPL RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 1,787 | $274.1M | $4.0M |
| 8 | PPL SERVICES CORPORATION PPL RETIREMENT READINESS PLAN | ALLENTOWN PA | 1,259 | $211.7M | $3.1M |
| 9 | G&D OPERATING HOLDINGS, LLC G&D OPERATING HOLDINGS, LLC RETIREMENT SAVINGS PLAN | MORTON IL | 598 | $23.6M | $1.7M |
| 10 | TANDYM GROUP HOLDINGS, LLC TANDYM GROUP HOLDINGS, LLC | NEW YORK NY | 5,065 | $23.1M | $1.7M |
