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 Small Cap Growth R3 in their Schedule of Assets, totaling $2.9M 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 | KINSLEY ENTERPRISES, INC. THE KINSLEY 401(K) PLAN | SEVEN VALLEYS PA | 3,921 | $218.1M | $1.5M |
| 2 | KINSLEY CONSTRUCTION, INC. KINSLEY CONSTRUCTION, INC. RETIREMENT PLAN | YORK PA | 3,709 | $197.2M | $1.3M |