Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Berman Neuberger Berman Real Estate Fund in their Schedule of Assets, totaling $832K 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 | BENESYS, INC. BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | TROY MI | 727 | $70.1M | $378K |
| 2 | ENTRANS INTERNATIONAL, LLC ENTRANS 401(K) PLAN | ATHENS TN | 578 | $79.8M | $349K |
| 3 | PROVIDENCE MEDICAL ASSOCIATES, INC. PROVIDENCE MEDICAL ASSOCIATES 401(K) PLAN |
TORRANCE CA |
| 197 |
| $100.9M |
| $104K |