Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Neuberger Berman Genesis Adv in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401K PLAN | FARMINGTON ME | 130 | $11.6M | $461K |
| 2 | LISTEN UP, INC. LISTEN UP, INC. 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 98 | $9.3M | $316K |
| 3 | MEDVE GROUP INC MEDVE GROUP INC 401K PROFIT SHARING PLAN |
IRVING TX |
| 171 |
| $5.9M |
| $187K |
| 4 | CONSORTIUM HEALTH PLANS, INC. CONSORTIUM HEALTH PLANS, INC. 401(K) PLAN | COLUMBIA MD | 76 | $14.3M | $119K |
| 5 | THE PORK COMPANY THE PORK CO. RETIREMENT PLAN | WILMINGTON NC | 804 | $5.8M | $107K |
| 6 | SDC PROPERTIES, INC SDC PROPERTIES, INC 401(K) PLAN | HILTON HEAD SC | 211 | $3.6M | $74K |
| 7 | ACME MONACO CORPORATION ACME MONACO CORPORATION 401(K) PROFIT SHARING PLAN | NEW BRITAIN CT | 190 | $10.7M | $61K |
| 8 | VISION GOVERNMENT SOLUTIONS, INC VISION GOVERNMENT SOLUTIONS, INC. 401(K) PLAN | HUDSON MA | 399 | $18.6M | $48K |
| 9 | FULCRUM DIGITAL, INC. FULCRUM DIGITAL, INC. 401K PLAN | NEW YORK NY | 68 | $3.5M | $14K |
| 10 | VILLAGE CAREGIVING, LLC VILLAGE CAREGIVING, LLC 401(K) PLAN | BARBOURSVILLE WV | 1,245 | $491K | $6K |
