Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberg Berm Genesis Fund R6 Mutual Fund in their Schedule of Assets, totaling $69.8M 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 | ENDEAVOR HEALTH CLINICAL OPERATIONS ENDEAVOR HEALTH LEGACY 403(B) TAX DEFERRED ANNUITY PLAN FOR NORTHSHORE UNIVERSITY HEALTHSYSTEM EMPLOYEES | EVANSTON IL | 11,719 | $2.1B | $69.8M |
| 2 | CNC SOFTWARE, LLC CNC SOFTWARE, LLC PROFIT SHARING PLAN | TOLLAND CT | 336 | $71.2M | $19K |
