Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Northern Trust Russell 1000 Value Index Fund in their Schedule of Assets, totaling $51.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHICAGO MERCANTILE EXCHANGE, INC. PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC. | CHICAGO IL | 2,124 | $368.7M | $39.6M |
| 2 | TRUSTEES OF THE CEMENT MASONS UNION LOCAL 592 PENSION PLAN CEMENT MASONS UNION LOCAL 592 PENSION PLAN | PHILADELPHIA PA | 395 | $138.8M | $9.9M |
| 3 | TRUSTEES OF PLASTERERS' LOCAL 8 PENSION FUND |
PHILADELPHIA PA |
| 87 |
| $29.8M |
| $2.2M |
| 4 | ED NAPLETON OAK LAWN IMPORTS, INC. WAYZATA MINNESOTA FIXED OPERATIONS 401(K) PLAN | OAKBROOK TERRACE IL | 106 | $5.1M | $39K |
| 5 | CABLE DAHMER CHEVROLET INC. CABLE DAHMER CHEVROLET UNION REPRESENTED EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 82 | $3.3M | $12K |