Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberger Berman Real Estate A Mutual fund in their Schedule of Assets, totaling $635K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 8,318 | $19.6M | $396K |
| 2 | AMERICAN BUSINESS GROUP AMERICAN BUSINESS GROUP 401(K) PLAN | COTTAGE GROVE MN | 145 | $11.6M | $121K |
| 3 | SCIENTIFIC SPECIALTIES, INC. SCIENTIFIC SPECIALTIES, INC. 401(K) PROFIT SHARING PLAN |
LODI CA |
| 138 |
| $11.0M |
| $61K |
| 4 | CASTLE RESORTS & HOTELS, INC. CASTLE RESORTS & HOTELS 401(K) RETIREMENT PLAN | HONOLULU HI | 474 | $8.1M | $35K |
| 5 | JOHNS BYRNE COMPANY JOHNSBYRNE COMPANY 401(K) SAVINGS PLAN | NILES IL | 158 | $24.2M | $22K |
