Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberger Berman Neuberger Berman Genesis in their Schedule of Assets, totaling $388K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CALVERT INTERNAL MEDICINE GROUP, P.A. CALVERT INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 123 | $42.0M | $382K |
| 2 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $5K |
