Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Berman AMT Sustainable Equity Portfolio Fund in their Schedule of Assets, totaling $10K 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 | CAMBRIA COUNTY ASSOCIATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF CAMBRIA COUNTY ASSOCIATION FOR THE BLIND & HANDICAPPED | JOHNSTOWN PA | 412 | $15.2M | $5K |
| 2 | BIG BROTHERS BIG SISTERS LONE 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS LONE STAR | DALLAS TX | 61 | $6.0M | $3K |
| 3 | CENTRAL STATE COMMUNITY SERVIC |
TULSA OK |
| 149 |
| $1.3M |
| $2K |
