Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Berman Large Cap Value Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $760K 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 | NORTH AMERICAN RISK SERVICES, INC. NORTH AMERICAN RISK SERVICES, INC. 401(K) PLAN | LAKE MARY FL | 536 | $30.8M | $571K |
| 2 | QUANTUM METRIC INC QUANTUM METRIC 401(K) PLAN | COLORADO SPRINGS CO | 346 | $26.7M | $164K |
| 3 | SECTRA, INC. SECTRA, INC. 401(K) PLAN |
SHELTON CT |
| 217 |
| $28.1M |
| $25K |