Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberger Berman Intrinsic Value in their Schedule of Assets, totaling $207K 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 | DANNIS WOLIVER KELLEY DANNIS WOLIVER KELLEY PROFIT SHARING PLAN | BERKELEY CA | 100 | $36.6M | $116K |
| 2 | RED RIVER BANCSHARES, INC. RED RIVER BANK 401(K) PROFIT SHARING PLAN | ALEXANDRIA LA | 349 | $36.9M | $91K |
