Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NEUBERGER BER LRG VAL INSTL GM MUTUAL FUNDS in their Schedule of Assets, totaling $2.9M 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 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $2.0M |
| 2 | DRIVETRAIN GROUP HOLDING CORP DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN | CRAWFORDSVILLE IN | 365 | $21.9M | $945K |
