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 Fund Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | CAREY INTERNATIONAL, INC. CAREY INTERNATIONAL INC 401(K) RETIREMENT PLAN | FREDERICK MD | 329 | $25.1M | $3.0M |
| 2 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $1.2M |
| 3 | NOTRE DAME HIGH SCHOOL |
SAN JOSE CA |
| 104 |
| $15.5M |
| $118K |
| 4 | THE LAW COMPANY, INC. THE LAW COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | WICHITA KS | 95 | $9.0M | $8K |
