Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Neuberger Berman Neuberger Berman Large Cap Value Fund # in their Schedule of Assets, totaling $11.8M 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 | BREEZE AVIATION GROUP, INC BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN | COTTONWOOD HEIGHTS UT | 2,061 | $40.7M | $3.6M |
| 2 | INTEVA PRODUCTS, LLC INTEVA PRODUCTS, LLC SALARIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN | TROY MI | 945 | $141.0M | $3.1M |
| 3 | BENESYS, INC. |
TROY MI |
| 727 |
| $70.1M |
| $2.0M |
| 4 | DADCO, INC. DADCO, INC. 401(K) PLAN | PLYMOUTH MI | 93 | $26.3M | $1.2M |
| 5 | COWTAN & TOUT, INC. COWTAN & TOUT, INC. 401(K) SAVINGS PLAN | BROOKLYN NY | 100 | $21.6M | $569K |
| 6 | MCMAHON FORD COMPANY MCMAHON FORD SAVINGS PLAN | ST LOUIS MO | 129 | $10.5M | $491K |
| 7 | CONTINENTAL ENVELOPE CORPORATION CONTINENTAL ENVELOPE CORPORATION PROFIT SHARING PLAN | GENEVA IL | 92 | $16.9M | $356K |
| 8 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $202K |
| 9 | CHOICES HEALTHCARE CHOICES HEALTHCARE 401(K) RETIREMENT PLAN | LANCASTER PA | 511 | $42.6M | $176K |
| 10 | INTEVA PRODUCTS, LLC INTEVA PRODUCTS, LLC HOURLY EMPLOYEES' SAVINGS PLAN FOR IUE LOCALS | TROY MI | 77 | $2.7M | $16K |
