Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberger Berman Genesis Fund Institutional in their Schedule of Assets, totaling $1.2M 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 | ADVANCED PHYSICAL THERAPY SERVICES, LTD. ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN | BLOOMINGTON IL | 71 | $11.3M | $1.2M |
| 2 | SENECA MEDICAL HOLDINGS, INC. SENECA MEDICAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | TIFFIN OH | 174 | $23.7M | $36K |