Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberger Berman Next Generation in their Schedule of Assets, totaling $335K 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 | BOARD OF TRUSTEES, MONTEREY PENINSULA RESTAURANT AND MONTEREY PENINSULA RESTAURANT AND HOTEL PENSION FUND | PACIFIC GROVE CA | 1,066 | $67.2M | $233K |
| 2 | CLAXTON-HEPBURN MEDICAL CENTER RETIREMENT PLAN FOR EMPLOYEES OF CLAXTON-HEPBURN MEDICAL CENTER | OGDENSBURG NY | 105 | $37.0M | $102K |
