Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Neuberger Berman Neuberger Berman Real Estate I in their Schedule of Assets, totaling $2.6M 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 | NEWCOMB & BOYD NEWCOMB & BOYD PROFIT SHARING PLAN | ATLANTA GA | 283 | $42.6M | $1.4M |
| 2 | BIRDSONG CORPORATION BIRDSONG CORPORATION 401(K) MATCHING & PROFIT SHARING CONTRIBUTION PLAN | SUFFOLK VA | 656 | $65.6M | $919K |
| 3 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN |
GREEN BAY WI |
| 1,556 |
| $15.9M |
| $170K |
| 4 | MINDLANCE INC MINDLANCE INC 401K PLAN | UNION NJ | 2,332 | $11.4M | $108K |