Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Neuberger Berman Genesis Fund - in their Schedule of Assets, totaling $566.7M 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 | PRICEWATERHOUSECOOPERS LLP GROUP TRUST FOR WEALTH BUILDER PLANS OF PRICEWATERHOUSECOOPERS LLP | TAMPA FL | — | $4.2B | $174.8M |
| 2 | SAS INSTITUTE INC. SAS RETIREMENT PLAN | CARY NC | 6,265 | $3.7B | $117.3M |
| 3 | COMERICA INCORPORATED COMERICA INCORPORATED PREFERRED SAVINGS PLAN |
DALLAS TX |
| 7,885 |
| $2.0B |
| $98.0M |
| 4 | CC SERVICES, INC. COUNTRY/ IAA 401(K) PLAN | BLOOMINGTON IL | 3,688 | $1.1B | $63.0M |
| 5 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $58.4M |
| 6 | UFP INDUSTRIES, INC UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN | GRAND RAPIDS MI | 12,624 | $784.7M | $15.6M |
| 7 | VINSON PROCESS CONTROLS COMPANY, L.P. VINSON PROCESS CONTROLS 401(K) PLAN | LEWISVILLE TX | 239 | $72.8M | $5.7M |
| 8 | ENVIRI CORPORATION ENVIRI RETIREMENT SAVINGS AND INVESTMENT PLAN | CAMP HILL PA | 1,898 | $245.9M | $5.5M |
| 9 | CAPRI HOLDINGS LIMITED (USA) CAPRI HOLDINGS LIMITED (USA) 401(K) PLAN | NEW YORK NY | 4,448 | $213.7M | $4.2M |
| 10 | SYPRIS SOLUTIONS, INC. SYPRIS SOLUTIONS 401(K) MERGED RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 302 | $70.5M | $3.7M |
