Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Northern Trust Northern SM Cap Index in their Schedule of Assets, totaling $787K 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 | LOS ANGELES PHILHARMONIC ASSOCIATION LOS ANGELES PHILHARMONIC ASSOCIATION VOLUNTARY 403B PLAN | LOS ANGELES CA | 1,548 | $92.2M | $787K |