Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neub Berman Genesis Adv Fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUTOCAM MEDICAL DEVICES, LLC A MICHIGAN LIMITED LIABILITY COMPANY AUTOCAM MEDICAL DEVICES, LLC 401(K) EMPLOYEE SAVINGS PLAN | KENTWOOD MI | 663 | $52.6M | $962K |
| 2 | JEWISH FAMILY SERVICE OF DALLAS, INC. JEWISH FAMILY SERVICE OF DALLAS 403(B) SAVINGS PLAN | DALLAS TX | 91 | $6.4M | $798K |
| 3 | HARRIS CHEVROLET, II, L.L.C. |
BATON ROUGE LA |
| 130 |
| $6.1M |
| $2K |
