Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Neuberger Berman Genesis Instl " in their Schedule of Assets, totaling $40.4M 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 | TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLAN IBEW LOCAL UNION NO. 126 RETIREMENT PLAN | COLLEGEVILLE PA | 6,529 | $1.1B | $33.7M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $1.7M |
| 3 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN |
YARDLEY PA |
| 1,094 |
| $132.9M |
| $1.7M |
| 4 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $1.2M |
| 5 | DOORKING, INC. DOORKING, INC. 401(K) PROFIT SHARING PLAN | INGLEWOOD CA | 214 | $56.3M | $759K |
| 6 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $616K |
| 7 | NUCLEUS GROUP HOLDINGS, INC. INIZIO 401(K) SALARY REDUCTION PLAN & TRUST | ATLANTA GA | 339 | $48.9M | $432K |
| 8 | OHIO GASTROENTEROLOGY GROUP INC OHIO GASTROENTEROLOGY GROUP INC 401(K) PLAN | COLUMBUS OH | 306 | $60.2M | $161K |
| 9 | GUIDO COMPANIES, INC. GUIDO COMPANIES, INC. 401(K) PLAN | SAN ANTONIO TX | 218 | $12.0M | $100K |
| 10 | LAGO MAR PROPERTIES, INC. LAGO MAR PROPERTIES, INC. 401(K) PLAN | FORT LAUDERDALE FL | 123 | $6.8M | $25K |
