Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberger Berman Neuberger Berman AMT Sustainable Equity Portfolio in their Schedule of Assets, totaling $123K 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 | SERVICON SYSTEMS, INC. SERVICON SYSTEMS, INC. 401(K) PLAN | CULVER CITY CA | 776 | $11.2M | $56K |
| 2 | INSTITUTE FOR COMMUNITY LIVING, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF INSTITUTE FOR COMMUNITY LIVING, INC. | NEW YORK NY | 2,455 | $19.8M | $55K |
| 3 | AIDS CENTER OF QUEENS COUNTY INC. |
JAMAICA NY |
| 134 |
| $4.1M |
| $10K |
| 4 | THE SPRINGFIELD URBAN LEAGUE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SPRINGFIELD URBAN LEAGUE, INC. | SPRINGFIELD IL | 106 | $5.8M | $2K |
| 5 | NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY 403(B) THRIFT PLAN OF NEIGHBORHOOD LEGAL SERVICES OF LOS ANGELES COUNTY | GLENDALE CA | 217 | $25.7M | $1K |
