Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Neuberger Berman AMT Sustainable Equity - in their Schedule of Assets, totaling $159K 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 | RISE WISCONSIN, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF RISE WISCONSIN, INC. | MADISON WI | 76 | $5.0M | $79K |
| 2 | SECOND HARVEST HEARTLAND 403(B) THRIFT PLAN FOR EMPLOYEES OF SECOND HARVEST HEARTLAND | BROOKLYN PARK MN | 292 | $17.9M | $58K |
| 3 | GOODWILL INDUSTRIES OF THE HEA |
CEDAR RAPIDS IA |
| 1,080 |
| $28.4M |
| $13K |
| 4 | WISCONSIN COMMUNITY SERVICES 403(B) THRIFT PLAN FOR EMPLOYEES OF WISCONSIN COMMUNITY SERVICES, INC. | MILWAUKEE WI | 654 | $15.8M | $3K |
| 5 | APPLESEED COMMUNITY MENTAL HEALTH CENTER, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF APPLESEED COMMUNITY MENTAL HEALTH CENTER, INC. | ASHLAND OH | 106 | $3.8M | $2K |
| 6 | VNA CARE NETWORK, INC. 401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC. | WORCESTER MA | 726 | $59.0M | $2K |
| 7 | THE ARC SAN FRANCISCO 403(B) THRIFT PLAN OF THE ARC SAN FRANCISCO | SAN FRANCISCO CA | 176 | $6.2M | $1K |
| 8 | TIOGA OPPORTUNITIES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF TIOGA OPPORTUNITIES, INC. | OWEGO NY | 68 | $5.2M | $1K |
