Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding NEUBERGER & BERMAN GENESIS-INV in their Schedule of Assets, totaling $243K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $158K |
| 2 | PHILADELPHIA COUNTRY CLUB PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN | GLADWYNE PA | 157 | $7.9M | $85K |
