Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NEUBERGER BERMAN LGCAP VAL INV in their Schedule of Assets, totaling $638K 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 | GLS INDUSTRIES, INC. GLS INDUSTRIES, INC. 401(K) PLAN | ROCHESTER MN | 106 | $12.8M | $379K |
| 2 | KAHUNA USA LLC KAHUNA USA 401(K) PLAN | BROOMFIELD CO | 103 | $13.2M | $200K |
| 3 | NISSAN 112 SALES CORP. TANTILLO AUTO GROUP 401(K) PLAN | PATCHOGUE |
| 567 |
| $12.1M |
| $59K |
