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 Sustainable Equity Fund in their Schedule of Assets, totaling $4.7M 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 | THE COMMUNITY BUILDERS, INC. THE COMMUNITY BUILDERS, INC. 403(B) PLAN | BOSTON MA | 534 | $46.3M | $2.1M |
| 2 | THE COMMUNITY BUILDERS, INC. THE COMMUNITY BUILDERS, INC. TAX SHELTERED ANNUITY PLAN | BOSTON MA | 661 | $38.5M | $1.6M |
| 3 | THE NEW YORK-PRESBYTERIAN HOSPITAL |
NEW YORK NY |
| 50,152 |
| $4.8B |
| $648K |
| 4 | AVE MARIA SCHOOL OF LAW AVE MARIA SCHOOL OF LAW 403(B) RETIREMENT PLAN | NAPLES FL | 70 | $12.4M | $258K |
| 5 | FAIR HAVEN COMMUNITY HEALTH CLINIC, INC. FAIR HAVEN COMMUNITY HEALTH CLINIC 403(B) PLAN | NEW HAVEN CT | 328 | $10.3M | $37K |
| 6 | THE AMERICAN SCHOOL IN LONDON FOUNDATION THE AMERICAN SCHOOL IN LONDON FOUNDATION 403(B) RETIREMENT PLAN | PRINCETON NJ | 116 | $66.0M | $22K |
