Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Neuberger Berman Genesis R6 Fund " in their Schedule of Assets, totaling $37.7M 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 | CAREFIRST, INC. THE CAREFIRST 401(K) PLAN | OWINGS MILLS MD | 6,286 | $1.1B | $37.2M |
| 2 | SPECIALTY CONSTRUCTION, INC. SPECIALTY CONSTRUCTION, INC. RETIREMENT PLAN | SAN LUIS OBISPO CA | 117 | $25.5M | $458K |
| 3 | POLYCARBON INDUSTRIES, INC. PCI SYNTHESIS 401(K) RETIREMENT PLAN |
NEWBURYPORT MA |
| 90 |
| $9.3M |
| $87K |
| 4 | TITAN ELECTRIC COMPANIES, LLC TITAN ELECTRIC 401(K) PLAN | TAMPA FL | 403 | $15.1M | $39K |