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 R6 Fund in their Schedule of Assets, totaling $40.0M 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 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $40.0M |
| 2 | MOUNTAIN COMMUNITY HEALTH PARTNERSHIP INCORPORATED MOUNTAIN COMMUNITY HEALTH PARTNERSHIP INC. 401(K) PLAN | BAKERSVILLE NC | 133 | $5.5M | $4K |