Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Neub Berman Real Estate R6 Fd in their Schedule of Assets, totaling $895K 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 | PRECISION CAPITAL, LTD. PRECISION CAPITAL, LTD. 401(K) PLAN | MENTOR OH | 268 | $18.8M | $431K |
| 2 | PRC-SALTILLO PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN | WOOSTER OH | 298 | $28.7M | $202K |
| 3 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN |
CANAL WINCHESTER OH |
| 317 |
| $33.9M |
| $107K |
| 4 | RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN | NOBLESVILLE IN | 182 | $14.9M | $85K |
| 5 | TAKKION OPS MANAGEMENT LLC TAKKION OPS MANAGEMENT LLC 401(K) PLAN | EVANSVILLE WY | 1,621 | $26.0M | $39K |
| 6 | PANA COMMUNITY HOSPITAL ASSOCIATION PANA COMMUNITY HOSPITAL EMPLOYEES' TAX DEFERRED ANNUITY PLAN | PANA IL | 329 | $26.3M | $21K |
| 7 | PHARMACEUTICS INTERNATIONAL, INC. PHARMACEUTICS INTERNATIONAL, INC. 401(K) PLAN | HUNT VALLEY MD | 298 | $21.1M | $11K |