Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberger Berman Genesis Fund Class R6 in their Schedule of Assets, totaling $8.3M 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 | NEW YORK COMMUNITY BANCORP, INC. THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC. | HICKSVILLE NY | 234 | $254.6M | $5.6M |
| 2 | MUFG FUND SERVICES (USA) LLC MUFG FUND SERVICES (USA) LLC 401(K) PLAN | NEW YORK NY | 558 | $59.0M | $1.5M |
| 3 | NEW YORK STATE UNITED TEACHERS |
LATHAM NY |
| 400 |
| $257.9M |
| $811K |
| 4 | DUTCH-AMERICAN FOODS, INC. DUTCH-AMERICAN FOODS, INC. 401(K) PLAN | BEECHER IL | 209 | $9.9M | $297K |
| 5 | EARL SWENSSON ASSOCIATES, INC. EARL SWENSSON ASSOCIATES, INC. SAVINGS & | NASHVILLE TN | 198 | $87.9M | $105K |
