Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Berman Genesis Mutual fund in their Schedule of Assets, totaling $440K 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 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $383K |
| 2 | RONNOCO COFFEE, LLC RONNOCO COFFEE, LLC RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 255 | $17.3M | $52K |
| 3 | IBERO-AMERICAN ACTION LEAGUE, INC. IBERO-AMERICAN ACTION LEAGUE, INC. 403(B) RETIREMENT PLAN |
ROCHESTER NY |
| 163 |
| $1.4M |
| $4K |
