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 R6 Mutual fund in their Schedule of Assets, totaling $46.8M 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 | FAIR ISAAC CORPORATION FAIR ISAAC 401(K) PLAN | NOVATO CA | 1,364 | $821.6M | $38.5M |
| 2 | BIC CORPORATION BIC CORPORATION SALARIED 401(K) SAVINGS AND INVESTMENT PLAN | SHELTON CT | 590 | $216.6M | $7.3M |
| 3 | BIC CORPORATION BIC CORPORATION HOURLY 401(K) SAVINGS AND INVESTMENT PLAN |
SHELTON CT |
| 116 |
| $17.3M |
| $537K |
| 4 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $443K |
| 5 | FORTERRA PIPE & PRECAST, LLC QUIKRETE COMPANIES RETIREMENT SAVINGS PLAN FOR | ATLANTA GA | 1,340 | $51.8M | $52K |
