Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Northern Trust Global Investments Northern Trust Russell 2000 Index Tier 4 in their Schedule of Assets, totaling $7.1M 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 | HMA GROUP HOLDINGS, LLC HMA GROUP HOLDINGS, LLC 401(K) PLAN | DES MOINES IA | 1,261 | $245.4M | $7.1M |
