Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Neuberger Berman Genesis R6 in their Schedule of Assets, totaling $30.3M 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 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $9.4M |
| 2 | CIRCANA, LLC CIRCANA 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 3,660 | $891.6M | $6.6M |
| 3 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN |
EAGLEVILLE PA |
| 352 |
| $74.0M |
| $3.2M |
| 4 | W.H. BRAUM, INC. W.H. BRAUM, INC. PROFIT SHARING PLUS PLAN | OKLAHOMA CITY OK | 2,780 | $55.2M | $2.1M |
| 5 | NATIONAL SERVICE SOURCE INC. DBA USSI GLOBAL 401(K) PLAN | MELBOURNE FL | 206 | $17.5M | $1.6M |
| 6 | DS HOPKINS HOLDINGS LLC DS HOPKINS HOLDINGS LLC DBA COUNCIL ADVISORS 401(K) PLAN | NEW YORK NY | 146 | $37.4M | $1.0M |
| 7 | FRESNO TRUCK CENTER FRESNO TRUCK CENTER 401(K) PLAN | FRESNO CA | 675 | $27.3M | $876K |
| 8 | ALIGN COMMUNICATIONS, INC. ALIGN COMMUNICATIONS, INC. PROFIT SHARING PLAN & TRUST | NEW YORK NY | 173 | $23.8M | $675K |
| 9 | HEBRON SAVINGS BANK HEBRON SAVINGS BANK 401(K) PROFIT SHARING PLAN | HEBRON MD | 132 | $10.6M | $618K |
| 10 | ISLAND PALM COMMUNITIES, LLC ISLAND PALM COMMUNITIES, LLC EMPLOYEES SAVINGS TRUST | SCHOFIELD BARRACKS HI | 407 | $24.9M | $590K |
