Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NEUBERGER BERMAN LG SH INST in their Schedule of Assets, totaling $5.8M 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 | LABORERS' LOCAL #157 PENSION FUND LABORERS' LOCAL #157 PENSION FUND | SCHENECTADY NY | 591 | $93.0M | $2.8M |
| 2 | TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH TEAMSTERS LOCAL 294 ALBANY AREA TRUCKING & ALLIED INDUSTRIES HEALTH & WELFARE FUND | ALBANY NY | 1,159 | $21.7M | $1.1M |
| 3 | LABORERS' LOCAL #157 ANNUITY FUND |
SCHENECTADY NY |
| 1,295 |
| $27.0M |
| $1.1M |
| 4 | LABORERS' LOCAL 157 HEALTH BENEFITS FUND LABORERS' LOCAL 157 HEALTH BENEFITS FUND | SCHENECTADY NY | 384 | $18.2M | $832K |
