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 Mutual funds in their Schedule of Assets, totaling $7.2M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $7.1M |
| 2 | ELEMENTS GLOBAL SERVICES INC. ELEMENTS GLOBAL SERVICES INC. RETIREMENT TRUST | CHICAGO IL | 156 | $7.0M | $70K |
| 3 | ENVITA MEDICAL CENTERS LLC |
SCOTTSDALE AZ |
| 216 |
| $4.4M |
| $27K |