Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Northern Trust TIPS Index Fund in their Schedule of Assets, totaling $1.3M 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 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $1.0M |
| 2 | UNITEDHEALTH GROUP VENTURES, LLC UNITEDHEALTH GROUP VENTURES 401(K) RETIREMENT PLAN | MINNETONKA MN | 1,669 | $49.5M | $166K |
| 3 | OPTUM SERVICES (PUERTO RICO) LLC UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN |
MINNETONKA MN |
| 2,422 |
| $14.7M |
| $63K |
| 4 | PHYSICIANS ENDOSCOPY, LLC THE 401(K) PLAN AND TRUST OF PHYSICIANS ENDOSCOPY, LLC | MINNETONKA MN | 1,371 | $62.9M | $9K |