Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Neuberger Berman in their Schedule of Assets, totaling $1.1B 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 | PRICEWATERHOUSECOOPERS LLP SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP | TAMPA FL | 50,893 | $9.1B | $653.0M |
| 2 | PRICEWATERHOUSECOOPERS LLP RETIREMENT BENEFIT ACCUMULATION PLAN FOR EMPLOYEES OF PWC LLP | TAMPA FL | 5,514 | $1.9B | $176.8M |
| 3 | PWC US GROUP LLP |
TAMPA FL |
| 5,001 |
| $1.9B |
| $166.6M |
| 4 | DELOITTE LLP DELOITTE LLP MASTER PENSION TRUST | NEW YORK NY | — | $8.0B | $26.6M |
| 5 | HARMONIC INC. HARMONIC INC. 401(K) PLAN | SAN JOSE CA | 345 | $154.3M | $9.5M |
| 6 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $7.5M |
| 7 | MEDICAL FACULTY ASSOCIATES, INC. MEDICAL FACULTY ASSOCIATES 403(B) PLAN | WASHINGTON DC | 1,567 | $345.1M | $4.6M |
| 8 | MADISON MEDICAL AFFILIATES, INC. MADISON MEDICAL AFFILIATES, INC. EMPLOYEES' BALANCED PROFIT SHARING PLAN | MILWAUKEE WI | 286 | $84.9M | $3.7M |
| 9 | VITAS HEALTHCARE CORPORATION VITAS HEALTHCARE CORPORATION 401(K) PLAN | MIAMI FL | 10,878 | $492.6M | $3.2M |
| 10 | MO-KAN TEAMSTERS PENSION FUND MO-KAN TEAMSTERS PENSION FUND | KANSAS CITY MO | 436 | $231.8M | $2.1M |
