Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding NEUBERGER BERMAN LGCAP VAL ADV in their Schedule of Assets, totaling $5.7M 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 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $1.5M |
| 2 | SARSTEDT, INC. SARSTEDT INC. RETIREMENT PLAN | NEWTON NC | 218 | $13.2M | $821K |
| 3 | SAC, INC. SAC, INC. 401K PLAN | BEDFORD PA |
| 149 |
| $9.2M |
| $786K |
| 4 | DAILY INSTRUMENTS CORP. DAILY INSTRUMENTS 401(K) PLAN | HOUSTON TX | 261 | $18.2M | $504K |
| 5 | AARON THOMAS COMPANY, INC. AARON THOMAS COMPANY, INC. 401(K) PLAN | GARDEN GROVE CA | 2,191 | $7.9M | $434K |
| 6 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA | 118 | $14.6M | $415K |
| 7 | TURK HAVA YOLLARI, A.O. TURKISH AIRLINES INC. 401K PLA | NEW YORK NY | 239 | $7.8M | $247K |
| 8 | BOXN SAVE OF MD INC. BOX N SAVE OF MD INC. 401K PLAN | BALTIMORE MD | 189 | $3.0M | $224K |
| 9 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $198K |
| 10 | SUNNYSIDE MANOR, INC. SUNNYSIDE MANOR, INC. 401K PLAN | WALL NJ | 118 | $3.5M | $183K |
