Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Neuberger Berman AMT Sustainable Equity Portfolio - in their Schedule of Assets, totaling $575K 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 | US COMMITTEE FOR REFUGEES AND IMMIGRANTS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR U.S. COMMITTEE FOR REFUGEES AND IMMIGRANTS, INC. | ARLINGTON VA | 766 | $29.7M | $112K |
| 2 | ANCHORAGE NEIGHBORHOOD HEALTH CENTER, INC 403(B) THRIFT PLAN OF ANCHORAGE NEIGHBORHOOD HEALTH CENTER | ANCHORAGE AK | 211 | $23.4M | $107K |
| 3 |
LANCASTER PA |
| 377 |
| $18.1M |
| $77K |
| 4 | NEW YORK ROAD RUNNERS, INC. 403(B) THRIFT PLAN OF NEW YORK ROAD RUNNERS CLUB, INC. | NEW YORK NY | 989 | $27.6M | $47K |
| 5 | OUR LADY OF THE WAYSIDE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF OUR LADY OF THE WAYSIDE, INC. | AVON OH | 370 | $5.0M | $44K |
| 6 | CENTER FOR ECOTECHNOLOGY, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CENTER FOR ECOTECHNOLOGY, INC. | DALTON MA | 108 | $3.3M | $30K |
| 7 | THE FEDCAP GROUP, INC. THE FEDCAP GROUP, INC. TAX DEFERRED ANNUITY RETIREMENT PLAN FOR STAFF | NEW YORK NY | 3,078 | $48.6M | $28K |
| 8 | HOSPICE OF WICHITA FALLS, INC. 403(B) THRIFT PLAN OF HOSPICE OF WICHITA FALLS, INC. | WICHITA FALLS TX | 225 | $12.8M | $26K |
| 9 | VISITING NURSE AND HOSPICE CAR SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | SANTA BARBARA CA | 148 | $21.9M | $22K |
| 10 | HIV/AIDS ALLIANCE FOR REGION T 403(B) THRIFT PLAN FOR EMPLOYEES OF HIV/AIDS ALLIANCE FOR REGION TWO (HAART), INC. D/B/A OPEN HEALTH CARE CLINIC | BATON ROUGE LA | 200 | $3.6M | $22K |
