Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Berman MidCapGr R6 in their Schedule of Assets, totaling $6.5M 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 | COMPASS HEALTH, INC. COMPASS HEALTH, INC. 401(K) PLAN | CLINTON MO | 5,000 | $211.5M | $6.5M |
| 2 | MOTUS, LLC MOTUS INTEGRATED TECHNOLOGIES 401(K) PLAN | HOLLAND MI | 849 | $48.7M | $35K |
| 3 | TRUSTEES - SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUN SOUTHWEST STATES CONFERENCE DEFINED CONTRIBUTION FUND |
KENNER LA |
| 820 |
| $4.8M |
| $6K |