Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Neuberg Berm Strat Inc Fd R6 Registered Investment Company in their Schedule of Assets, totaling $1.7M 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 | SAINT LEO UNIVERSITY SAINT LEO UNIVERSITY RETIREMENT PLAN | SAINT LEO FL | 1,559 | $119.3M | $705K |
| 2 | FLEXIBLE CIRCUITS, INC. FCG, INC. RETIREMENT SAVINGS PLAN | WARRINGTON PA | 133 | $13.4M | $320K |
| 3 | BIGGE CRANE AND RIGGING CO. BIGGE CRANE AND RIGGING CO. 401(K) PROFIT |
SAN LEANDRO CA |
| 461 |
| $44.9M |
| $283K |
| 4 | CLAYTON FOUNDATION FOR RESEARCH CLAYTON FOUNDATION FOR RESEARCH EMPLOYEES' 401K | HOUSTON TX | 40 | $19.5M | $142K |
| 5 | JACKMAX AUTOMOTIVE, INC. STEVE SERRA AUTO GROUP 401(K) PLAN | BIRMINGHAM AL | 486 | $12.9M | $119K |
| 6 | GLASFLOSS INDUSTRIES, INC. GLASFLOSS INDUSTRIES, INC. 401(K) RETIREMENT PLAN | DESOTO TX | 780 | $25.5M | $82K |
