Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Neuberger Berman Large Cap Value Fund # in their Schedule of Assets, totaling $5.1M 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 | PRIVIA MEDICAL GROUP INDIANA, LLC ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN | ELKHART IN | 313 | $67.2M | $2.1M |
| 2 | THE LOVE COMPANIES THE LOVE COMPANIES 401(K) PLAN | SAINT LOUIS MO | 1,208 | $18.6M | $1.6M |
| 3 | STEP UP SUNCOAST, INC. STEP UP SUNCOAST, INC. 403(B) PLAN |
SARASOTA FL |
| 205 |
| $7.5M |
| $726K |
| 4 | ARCHEM AMERICA, INC. ARCHEM AMERICA, INC. 401(K) PLAN | UPPER SANDSKY OH | 526 | $26.1M | $440K |
| 5 | JMJS, INC. DBA COE DISTRIBUTING COE DISTRIBUTING 401(K) PROFIT SHARING PLAN | SMOCK PA | 102 | $7.7M | $153K |
| 6 | ACME MECHANICAL CONTRACTORS OF VIRGINIA, INC. ACME MECHANICAL CONTRACTORS OF VIRGINIA, INC. 401(K) PLAN | MANASSAS VA | 124 | $5.2M | $17K |
| 7 | SARGENT & GREENLEAF, INC. SARGENT & GREENLEAF RETIREMENT PLAN | SUGAR HILL GA | 161 | $6.2M | $8K |
| 8 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $4K |
