Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Neuberger Berman Genesis Trust Fund in their Schedule of Assets, totaling $25.6M 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 | MUELLER INDUSTRIES, INC. MUELLER INDUSTRIES, INC. 401(K) PLAN | COLLIERVILLE TN | 2,360 | $180.0M | $16.7M |
| 2 | RIDGEVIEW INDUSTRIES, INC. THE RIDGEVIEW INDUSTRIES RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 550 | $47.7M | $2.8M |
| 3 | HEAVEN HILL DISTILLERIES, INC. HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR COLLECTIVE BARGAINING EMPLOYEES |
BARDSTOWN KY |
| 460 |
| $35.5M |
| $2.1M |
| 4 | HEAVEN HILL DISTILLERIES, INC. HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES | BARDSTOWN KY | 724 | $65.2M | $2.0M |
| 5 | GABLE & GOTWALS, A PROFESSIONAL CORPORATION GABLE & GOTWALS 401(K) PROFIT SHARING PLAN | TULSA OK | 119 | $58.7M | $1.0M |
| 6 | MUELLER STREAMLINE COMPANY MUELLER RETIREMENT SAVINGS 401(K) PLAN | COLLIERVILLE TN | 1,044 | $17.7M | $648K |
| 7 | ADVANTAGECARE PHYSICIANS, P.C. STATEN ISLAND PHYSICIAN PRACTICE, P.C. UNION EMPLOYEES PENSION PLAN | NEW YORK NY | 216 | $6.9M | $447K |
| 8 | COMPUTER AND ENGINEERING SERVICES, INC. TECHNICAL SERVICES RETIREMENT PLAN | KALAMAZOO MI | 2,593 | $29.2M | $17K |
