Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Neuberger Berman Neuberger Berman Mid-Cap Growth Fund in their Schedule of Assets, totaling $4.6M 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 | ARTIVION, INC. ARTIVION, INC. PROFIT SHARING 401(K) PLAN | KENNESAW GA | 736 | $101.7M | $2.4M |
| 2 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $1.4M |
| 3 | KEYSTONE COMMUNITY LIVING, INC. KEYSTONE COMMUNITY LIVING, INC. 401(K) PLAN |
SOUTH PLAINFIELD NJ |
| 135 |
| $5.6M |
| $260K |
| 4 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN | HOUSTON TX | 122 | $15.7M | $239K |
| 5 | KIMBALL, TIREY & ST. JOHN LLP KIMBALL, TIREY & ST. JOHN LLP 401(K) PLAN | SAN DIEGO CA | 361 | $23.5M | $161K |
| 6 | ADVANCED BEHAVIORAL HEALTH, INC. ADVANCED BEHAVIORAL HEALTH, INC. 401(K) PLAN | MIDDLETOWN CT | 133 | $16.3M | $94K |
