Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NEUBERGER BERMAN GENESIS CL R6 MUTUAL FUNDS in their Schedule of Assets, totaling $27.8M 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 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN | STAMFORD CT | 1,023 | $309.4M | $23.9M |
| 2 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $3.8M |
