Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberger Berman AMT Sustainable Equity Portfolio Separate account in their Schedule of Assets, totaling $77K 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 | NORWEGIAN CHRISTIAN HOME AND HEALTH CENTER 403(B) THRIFT PLAN FOR EMPLOYEES OF NORWEGIAN CHRISTIAN HOME AND HEALTH CENTER | BROOKLYN NY | 172 | $13.8M | $39K |
| 2 | LEGAL ASSISTANCE OF WESTERN 401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. | ROCHESTER NY | 117 | $2.5M | $16K |
| 3 |
DUNKIRK NY |
| 239 |
| $5.6M |
| $10K |
| 4 | DELAWARE OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF DELAWARE OPPORTUNITIES, INC. | HAMDEN NY | 201 | $10.3M | $7K |
| 5 | THE NATIONAL ORGANIZATION FOR 403(B) THRIFT PLAN FOR EMPLOYEES OF THE NATIONAL ORGANIZATION FOR RARE DISORDERS, INC. | DANBURY CT | 114 | $9.9M | $5K |
