Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding NB AMT Sustainable Equity Port Mutual Funds in their Schedule of Assets, totaling $25K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METROPOLITAN BOSTON HOUSING PARTNERSHIP, INC. METRO HOUSING BOSTON 403(B) PLAN | BOSTON MA | 216 | $10.8M | $25K |
