Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Neuberger Berman Genesis r6 Mutual Fund in their Schedule of Assets, totaling $8.4M 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 | CAXTON ASSOCIATES, LP CAXTON ASSOCIATES LP SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 31 | $57.8M | $3.2M |
| 2 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $2.0M |
| 3 | FIRSTLIGHT POWER SERVICES, LLC FIRSTLIGHT POWER 401(K) PLAN |
BURLINGTON MA |
| 138 |
| $46.3M |
| $929K |
| 4 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $757K |
| 5 | JONATHAN CLUB JONATHAN CLUB 401(K) PLAN | LOS ANGELES CA | 246 | $18.3M | $361K |
| 6 | QUALITY PROGRESSIONS QUALITY PROGRESSIONS 403(B) PLAN | BALA CYNWYD PA | 97 | $5.5M | $203K |
| 7 | ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES ALBANY COLLEGE OF PHARMACY AND HEALTH SCIENCES 403(B) PLAN | ALBANY NY | 327 | $96.2M | $156K |
| 8 | RPS, INC. RPS, INC. 401(K) PLAN | GREENWICH CT | 521 | $11.4M | $150K |
| 9 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $133K |
| 10 | ONLOGIC, INC. ONLOGIC RETIREMENT PLAN | SOUTH BURLINGTON VT | 188 | $13.3M | $115K |
