Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NB SUSTAINABLE EQUITY R6 in their Schedule of Assets, totaling $430K 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 | ALIGN COMMUNICATIONS, INC. ALIGN COMMUNICATIONS, INC. PROFIT SHARING PLAN & TRUST | NEW YORK NY | 173 | $23.8M | $337K |
| 2 | SS KS, LLC DBA SUNSHINE, SACHS & SUNSHINE, SACHS & ASSOCIATES PROFIT SHARING PLAN | MILLER PLACE NY | 224 | $18.3M | $83K |
| 3 | WOODS HOLE GROUP |
BOURNE MA |
| 90 |
| $15.2M |
| $9K |