Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NEUBERGER BERMAN REAL EST R3 in their Schedule of Assets, totaling $46K 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 | CIRCLE AUTOMOTIVE GROUP, INC. CIRCLE AUTOMOTIVE GROUP, INC. 401(K) PLAN | SANTA ANA CA | 160 | $5.3M | $28K |
| 2 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $11K |
| 3 | JULIA O FAIGEL DMD, PC DR. DENTAL 401(K) PLAN |
EAST BOSTON MA |
| 288 |
| $7.4M |
| $5K |
| 4 | M & B PRODUCTS INC M & B PRODUCTS INC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 218 | $1.7M | $2K |