Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NB GENESIS - TR CL " in their Schedule of Assets, totaling $89K 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 | INFORMED MEDICAL DECISIONS, INC. DBA INFORMEDDNA INFORMEDDNA 401(K) PLAN | ST PETERSBURG FL | 98 | $7.3M | $74K |
| 2 | JACO OIL COMPANY JACO OIL COMPANY 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 166 | $11.0M | $14K |