Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Neuberg Berm MdCp Grw Fnd R6 Pooled separate account in their Schedule of Assets, totaling $767K 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 | ELLINGSON DRAINAGE, INC. ELLINGSON DRAINAGE, INC. 401(K) PLAN AND TRUST | WEST CONCORD MN | 315 | $26.1M | $187K |
| 2 | ENNIS STEEL INDUSTRIES, INC. ENNIS STEEL INDUSTRIES, INC. 401(K) PLAN | ENNIS TX | 161 | $10.7M | $137K |
| 3 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN |
RANCHO CORDOVA CA |
| 718 |
| $13.9M |
| $113K |
| 4 | BEARING TREE, INC. BEARING TREE, INC. 401(K) PLAN | CHICAGO IL | 190 | $6.8M | $62K |
| 5 | LIBERTY DOCTORS, LLC LD & QHD 401(K) PLAN | NORTH CHARLESTON SC | 315 | $5.9M | $57K |
| 6 | SKILLS FOR RHODE ISLAND'S FUTURE SKILLS FOR RHODE ISLAND'S FUTURE 401(K) AND PROFIT SHARING PLAN | PROVIDENCE RI | 59 | $2.2M | $47K |
| 7 | EQT PARTNERS, INC. EQT PARTNERS, INC. 401(K) PLAN | NEW YORK NY | 216 | $23.1M | $44K |
| 8 | THE RED VAN WORKSHOP, LLC THE RED VAN WORKSHOP, LLC 401(K) PLAN | LONGMONT CO | 76 | $9.4M | $31K |
| 9 | LAFORCE & COMPANY, LLC LAFORCE & COMPANY, LLC 401(K) & PROFIT SHARING PLAN | LONG ISLAND CITY NY | 112 | $8.3M | $31K |
| 10 | PE MANAGEMENT GROUP, INC. PACIFICA ENTERPRISES AND COMPANIES 401(K) PLAN | RANCHO SANTA FE CA | 658 | $1.9M | $25K |
