Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberger Berman Mgmt. Inc. NEUB BERM SM CP GRTH INSTL FND in their Schedule of Assets, totaling $220K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROBERT R. MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN | CHICAGO IL | 99 | $18.2M | $119K |
| 2 | ROBERT R MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | CHICAGO IL | 148 | $26.6M | $101K |
