Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Northern Trust Russell 2000 Index Fund in their Schedule of Assets, totaling $15.6M 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 | $11.3M |
| 2 | ATLANTIC CORPORATION OF WILMINGTON, INC. ATLANTIC CORPORATION OF WILMINGTON, INC. 401(K) PROFIT SHARING PLAN | WILMINGTON NC | 1,144 | $177.8M | $2.5M |
| 3 | UNIT CORPORATION |
TULSA OK |
| 645 |
| $56.2M |
| $1.5M |
| 4 | MTI DISTRIBUTING INC. MTI DISTRIBUTING 401(K) PLAN | BROOKLYN CENTER MN | 133 | $19.5M | $115K |
| 5 | ED NAPLETON OAK LAWN IMPORTS, INC. WAYZATA MINNESOTA FIXED OPERATIONS 401(K) PLAN | OAKBROOK TERRACE IL | 106 | $5.1M | $96K |
| 6 | CABLE DAHMER CHEVROLET INC. CABLE DAHMER CHEVROLET UNION REPRESENTED EMPLOYEES 401(K) PLAN | KANSAS CITY MO | 82 | $3.3M | $62K |