U.S. retirement plans whose Form 5500 Schedule of Assets reports a Neuberger Bermanfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Neuberger Berman position |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN | ARMONK NY | 49,030 | $60.4B | $1.6B |
| 2 | NEUBERGER BERMAN GROUP LLC NEUBERGER BERMAN GROUP 401(K) PLAN | NEW YORK NY | 2,058 | $2.1B | $596.0M |
| 3 | DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST | DETROIT MI | — | $4.3B | $242.1M |
| 4 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $204.1M |
| 5 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE AK | 3,855 | $2.1B | $202.1M |
| 6 | ADP TOTALSOURCE GROUP, INC. ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | MIAMI FL | 299,514 | $9.2B | $181.5M |
| 7 | TRAVELERS COMPANIES, INC. THE TRAVELERS 401(K) SAVINGS PLAN | ST. PAUL MN | 30,785 | $10.4B | $157.7M |
| 8 | BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLAN UNITED PARCEL SERVICE, INC. LOCAL 177, I.B.T MULTI-EMPLOYER RETIREMENT PLAN | ATLANTA GA | 4,753 | $2.0B | $122.4M |
| 9 | SAS INSTITUTE INC. SAS RETIREMENT PLAN | CARY NC | 6,265 | $3.7B | $117.3M |
| 10 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $114.4M |
