Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nb Mid Cap Grwth R6 Fund Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | PVI HOLDINGS, INC. PVI HOLDINGS, INC.401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,006 | $107.8M | $3.4M |
| 2 | EXCHANGE COMPANY EXCHANGE COMPANY 401(K) PLAN | KEARNEY NE | 174 | $16.9M | $341K |
| 3 | IEA, INC. IEA, INC. 401(K) RETIREMENT SAVINGS PLAN |
DALLAS TX |
| 153 |
| $11.0M |
| $84K |