Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NB Genesis R6 Mutual fund in their Schedule of Assets, totaling $35.3M 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 | NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 1,876 | $1.1B | $27.1M |
| 2 | GALAXY US OPCO INC. VIALTO PARTNERS US RETIREMENT PLAN | BOSTON MA | 566 | $193.6M | $7.4M |
| 3 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN |
DAVENPORT IA |
| 232 |
| $30.9M |
| $458K |
| 4 | OTC MARKETS GROUP INC. OTC MARKETS GROUP INC. 401(K) PLAN | NEW YORK NY | 139 | $33.7M | $339K |