Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2,330 U.S. retirement plans report holding a Neuberger Berman fund in their Schedule of Assets, totaling $10.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | 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 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $945.6M |
| 3 | PRICEWATERHOUSECOOPERS LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP |
TAMPA FL |
| 50,893 |
| $9.1B |
| $653.0M |
| 4 | NEUBERGER BERMAN GROUP LLC NEUBERGER BERMAN GROUP 401(K) PLAN | NEW YORK NY | 2,058 | $2.1B | $596.0M |
| 5 | CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND CA | 19,919 | $6.0B | $232.3M |
| 6 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $204.1M |
| 7 | DTE ENERGY CORPORATE SERVICES, LLC DTE ENERGY COMPANY AFFILIATES EMPLOYEE BENEFIT PLANS MASTER TRUST | DETROIT MI | — | $4.3B | $203.2M |
| 8 | JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUND ALASKA ELECTRICAL PENSION PLAN | ANCHORAGE AK | 3,855 | $2.1B | $202.1M |
| 9 | ADP TOTALSOURCE GROUP, INC. ADP TOTALSOURCE RETIREMENT SAVINGS PLAN | MIAMI FL | 299,514 | $9.2B | $181.5M |
| 10 | CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA | OAKLAND CA | 24,741 | $3.3B | $177.1M |
