Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Neuberger Berman Large Cap Value " in their Schedule of Assets, totaling $1.0M 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 | THE MIDWEST TRUST COMPANY THE MIDWEST TRUST COMPANY PROFIT SHARING 401K PLAN | OVERLAND PARK KS | 263 | $40.0M | $911K |
| 2 | THE ART SOURCE, INC. THE ART SOURCE, INC. 401(K) PROFIT SHARING PLAN | KAPOLEI HI | 121 | $4.7M | $72K |
| 3 | WILBRAHAM AND MONSON ACADEMY |
WILBRAHAM MA |
| 127 |
| $30.4M |
| $27K |
| 4 | ARBORWORKS, INC. ARBORWORKS, INC. 401(K) PLAN | OAKHURST CA | 625 | $4.1M | $11K |
