Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Neuberger Berman AMT Sustainable Equity Portfolio Pooled-Separate Account in their Schedule of Assets, totaling $23K 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 | SAN ANTONIO LIGHTHOUSE FOR THE SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SAN ANTONIO LIGHTHOUSE FOR THE BLIND | SAN ANTONIO TX | 433 | $15.4M | $15K |
| 2 | NORTHERN CALIFORNIA INALLIANCE 403(B) THRIFT PLAN OF NORTHERN CALIFORNIA INALLIANCE | SACRAMENTO CA | 366 | $6.0M | $4K |
| 3 | AGING MATTERS IN BREVARD |
COCOA FL |
| 108 |
| $1.5M |
| $3K |
| 4 | HEALTH SERVICES, INC. 403(B) THRIFT PLAN OF HEALTH SERVICES, INC. | MONTGOMERY AL | 333 | $6.0M | $1K |
