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 Genesis Fund Class R6 in their Schedule of Assets, totaling $52.0M 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 | ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN | ERIE PA | 6,803 | $1.4B | $30.5M |
| 2 | HM US SERVICES, LLC THE 401(K) RETIREMENT PLAN OF HEIDELBERG MATERIALS US | IRVING TX | 4,871 | $798.5M | $18.0M |
| 3 | HM US SERVICES, LLC HEIDELBERG MATERIALS US EMPLOYEE SAVINGS PLAN |
IRVING TX |
| 1,228 |
| $193.3M |
| $2.9M |
| 4 | POWER FINANCIAL CREDIT UNION THE RETIREMENT PLAN OF POWER FINANCIAL CREDIT UNION | PEMBROKE PINES FL | 48 | $20.8M | $487K |
| 5 | AMS MECHANICAL HOLDINGS, INC. AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 175 | $29.5M | $121K |
