Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NB Real Estate R6 Mutual Fund in their Schedule of Assets, totaling $707K 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 | INTELLIBRIDGE, LLC INTELLIBRIDGE 401K PLAN | MCLEAN VA | 870 | $92.9M | $491K |
| 2 | CARET HOLDINGS, INC. ROOT RETIREMENT PLAN | COLUMBUS OH | 1,042 | $56.9M | $179K |
| 3 | VELOSIO, LLC VELOSIO, LLC 401(K) PLAN | DUBLIN OH |
| 303 |
| $57.6M |
| $37K |
