Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberger Berman Mid-Cap Growth Mutual Fund in their Schedule of Assets, totaling $3.8M 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 | WESTERN HEALTH ADVANTAGE WESTERN HEALTH ADVANTAGE SAVINGS & RETIREMENT PLAN | SACRAMENTO CA | 222 | $42.2M | $2.7M |
| 2 | SELLETHICS MARKETING GROUP, INC. SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401(K) PLAN | MATTHEWS NC | 329 | $14.8M | $525K |
| 3 | COUNCIL ON AGING OF SOUTHWESTERN OHIO, INC. |
BLUE ASH OH |
| 285 |
| $18.8M |
| $516K |
| 4 | RLOOM, LLC RLOOM, LLC 401(K) PLAN | LOS ANGELES CA | 45 | $5.4M | $12K |
| 5 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 170 | $7.8M | $1K |
