Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberg Berm Genesis Fund R6 Registered Investment Company in their Schedule of Assets, totaling $13.4M 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 | THE QUIKRETE COMPANIES, LLC THE QUIKRETE COMPANIES PROFIT SHARING AND TAX DEFERRED PLAN | ATLANTA GA | 12,724 | $622.1M | $9.4M |
| 2 | PRICEWATERHOUSECOOPERS IT SERVICES (US) LLC PRICEWATERHOUSECOOPERS IT SERVICES (US) LLC 401(K) SAVINGS PLAN | TAMPA FL | 449 | $98.9M | $3.2M |
| 3 | RPS AMERICAS, INC. |
HOUSTON TX |
| 298 |
| $59.4M |
| $566K |
| 4 | CASCADE WOOD PRODUCTS, INC. CASCADE WOOD PRODUCTS, INC. 401K PLAN | WHITE CITY OR | 106 | $10.9M | $168K |
| 5 | CHAMBLISS, BAHNER, & STOPHEL, P.C CHAMBLISS, BAHNER, & STOPHEL, P. C. RETIREMENT | CHATTANOOGA TN | 146 | $49.3M | $119K |
