Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Neuberger Berman Large Cap Value R6 Mutual fund in their Schedule of Assets, totaling $11.8M 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 | T.Y. LIN INTERNATIONAL T.Y. LIN INTERNATIONAL EMPLOYEES' SAVINGS AND RETIREMENT PLAN | SAN FRANCISCO CA | 959 | $181.7M | $9.3M |
| 2 | NORTHLAND INVESTMENT CORPORATION NORTHLAND INVESTMENT CORPORATION 401(K) PLAN | NEWTON MA | 708 | $30.9M | $596K |
| 3 | KEYSTONE HUMAN SERVICES |
HARRISBURG PA |
| 2,640 |
| $59.5M |
| $373K |
| 4 | M. SIMON ZOOK CO. M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | HONEYBROOK PA | 179 | $8.3M | $320K |
| 5 | AFS, LLC AFS, LLC 401(K) PLAN | SHREVEPORT LA | 262 | $17.7M | $279K |
| 6 | TNHC REALTY AND CONSTRUCTION, INC. THE NEW HOME COMPANY 401(K) PLAN | IRVINE CA | 365 | $35.9M | $263K |
| 7 | CONCRETE SUPPLY CO., INC. CONCRETE SUPPLY CO., INC. 401K PLAN | FAYETTEVILLE GA | 286 | $6.7M | $240K |
| 8 | FMI AEROSTRUCTURES, LLC FMI MACHINING, LLC 401(K) PLAN | VALENCIA CA | 172 | $7.4M | $139K |
| 9 | RECURLY, INC. RECURLY, INC. 401(K) PLAN | SAN FRANCISCO CA | 224 | $18.8M | $135K |
| 10 | WILLIAMS HOMES, INC. WILLIAMS HOMES, INC. 401(K) PLAN | SANTA CLARITA CA | 174 | $10.0M | $66K |
