Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Neuberger Berman Genesis Fund; Class R6 in their Schedule of Assets, totaling $200.9M 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 | TRAVELERS COMPANIES, INC. THE TRAVELERS 401(K) SAVINGS PLAN | ST. PAUL MN | 30,785 | $10.4B | $157.7M |
| 2 | IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST | VANDALIA OH | 8,041 | $533.3M | $27.0M |
| 3 | NOMURA SECURITIES INTERNATIONAL, INC. |
NEW YORK NY |
| 2,190 |
| $1.2B |
| $7.5M |
| 4 | NEW YORK COMMUNITY BANCORP, INC. THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC. | HICKSVILLE NY | 234 | $254.6M | $5.6M |
| 5 | MUFG FUND SERVICES (USA) LLC MUFG FUND SERVICES (USA) LLC 401(K) PLAN | NEW YORK NY | 558 | $59.0M | $1.5M |
| 6 | NEW YORK STATE UNITED TEACHERS NYSUT STAFF 401(K) PLAN | LATHAM NY | 400 | $257.9M | $811K |
| 7 | DUTCH-AMERICAN FOODS, INC. DUTCH-AMERICAN FOODS, INC. 401(K) PLAN | BEECHER IL | 209 | $9.9M | $297K |
| 8 | 4EARTH FARMS, LLC 4EARTH FARMS RETIREMENT PLAN | LOS ANGELES CA | 362 | $16.1M | $210K |
| 9 | CREATIVE OFFICE PAVILION LLC CREATIVE OFFICE RESOURCES 401(K) PLAN & TRUST | BOSTON MA | 401 | $71.8M | $106K |
| 10 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $105K |
