Northern Trust Investments, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Northern Trust Investments, Inc. (EIN 45-6138589) is a plan sponsor located in Chicago, IL with 112 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 45-6138589
- Location
- Chicago, IL
- Loaded plans
- 113
- Total reported participants
- not reported in the loaded dataset
- Total reported plan assets (EOY)
- $659,627,238,059
- Plans with financial data
- 113
- Plans with provider compensation
- 0
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Northern Trust Collective S&P 500 Index Fund - Non-Lending | 003 | not reported in the loaded dataset | $91,138,171,316 | 2023 |
| Northern Trust Collective S&P 500 Index Fund - Dc - Non-Lending | 002 | not reported in the loaded dataset | $62,767,562,051 | 2023 |
| Northern Trust Collective S&P 500 Index Fund - Lending | 001 | not reported in the loaded dataset | $35,500,473,544 | 2023 |
| Northern Trust Collective Short Term Investment | 084 | not reported in the loaded dataset | $29,710,699,247 | 2023 |
| Northern Trust Collective All Country World Index (Acwi) Ex-Us Fund - Non-Lending | 103 | not reported in the loaded dataset | $25,536,956,975 | 2023 |
| Northern Trust Collective Eafe Index Fund - Non-Lending | 024 | not reported in the loaded dataset | $22,331,123,619 | 2023 |
| Northern Trust Collective Government Short Term Investment Fund | 068 | not reported in the loaded dataset | $22,189,037,578 | 2023 |
| Northern Trust Collective All Country World Ex-Us Investable Market Index Fund - Non-Lending | 125 | not reported in the loaded dataset | $20,375,865,702 | 2023 |
| Northern Trust Collective Aggregate Bond Index Fund - Non-Lending | 088 | not reported in the loaded dataset | $18,707,539,068 | 2023 |
| Northern Trust Collective Russell 1000 Index Fund - Lending | 006 | not reported in the loaded dataset | $18,038,731,385 | 2023 |
| Northern Trust Collective Russell 1000 Growth Index Fund - Lending | 007 | not reported in the loaded dataset | $18,022,285,220 | 2023 |
| Northern Trust Collective Russell 1000 Index Fund - Non-Lending | 095 | not reported in the loaded dataset | $13,317,720,654 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Northern Trust Collective S&P 500 Index Fund - Dc - Lending | not reported in the loaded dataset | H | 20240513135943NAL0032078259001 |
| 2023 | Northern Trust Collective All Country World Ex-Us Investable Market Index Fund - Dc - Lending | not reported in the loaded dataset | H | 20240513135943NAL0036579249001 |
| 2023 | Northern Trust Collective Extended Equity Market Index Fund - Dc - Lending | not reported in the loaded dataset | H | 20240513140044NAL0043929152001 |
| 2023 | Northern Trust Collective World Ex-Us Investable Market Index Fund - Lending | not reported in the loaded dataset | H | 20250502075025NAL0009342258001 |
| 2023 | Northern Trust Collective United States Small Cap Index Fund - Non-Lending | not reported in the loaded dataset | H | 20250502075126NAL0009344258001 |
| 2023 | Northern Trust Collective Global Real Estate Index Fund - Lending | not reported in the loaded dataset | H | 20250502075127NAL0003086435001 |
| 2023 | Northern Trust Collective Long-Term Government Bond Index Fund - Lending | not reported in the loaded dataset | H | 20250502075231NAL0003087091001 |
| 2023 | Northern Trust Collective Asset-Backed Securities Index Fund - Non-Lending | not reported in the loaded dataset | H | 20250502075334NAL0004405297001 |