Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberg Berm Lg Cp Val F R6 Registered Investment Company in their Schedule of Assets, totaling $671K 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 | GOKEN AMERICA LLC GOKEN AMERICA LLC 401(K) PLAN | DUBLIN OH | 212 | $9.6M | $256K |
| 2 | REV.IO REV. IO 401K RETIREMENT PLAN | ATLANTA GA | 156 | $9.0M | $252K |
| 3 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC |
| 447 |
| $19.3M |
| $112K |
| 4 | CLAYTON FOUNDATION FOR RESEARCH CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K | HOUSTON TX | 40 | $19.5M | $40K |
| 5 | CHILDREN'S HUNGER FUND CHILDREN'S HUNGER FUND 403(B) RETIREMENT PLAN | SYLMAR CA | 98 | $2.4M | $11K |