Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Neuberger Berm Genesis R6 Fund in their Schedule of Assets, totaling $25.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $19.9M |
| 2 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $3.3M |
| 3 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN |
CANTONSVILLE MD |
| 12,374 |
| $294.7M |
| $1.2M |
| 4 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $536K |
| 5 | P97 NETWORKS, LLC P97 NETWORKS 401(K) PLAN | HOUSTON TX | 123 | $9.6M | $153K |
| 6 | CENERO LLC CENERO LLC 401(K) PLAN | MALVERN PA | 254 | $15.0M | $146K |
| 7 | HYANNIS HARBOR TOURS, INC. SCUDDER COMPANIES EMPLOYEE 401(K) PROFIT SHARING PLAN | HYANNIS MA | 138 | $13.8M | $114K |
| 8 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 1,051 | $22.5M | $375 |
