Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Neuberger Berman Real Estate Fund - in their Schedule of Assets, totaling $27.8M 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 | NATIONWIDE CHILDREN'S HOSPITAL, INC. NATIONWIDE CHILDREN'S HOSPITAL DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 16,511 | $1.0B | $20.0M |
| 2 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. DEFINED CONTRIBUTION PLAN | COLUMBUS OH | 520 | $187.4M | $3.7M |
| 3 | ORSCHELN INDUSTRIES |
MOBERLY MO |
| 532 |
| $66.4M |
| $2.5M |
| 4 | DELAWARE RESOURCE GROUP OF OKLAHOMA, LLC DELAWARE RESOURCE GROUP OF OKLAHOMA, LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,333 | $82.4M | $720K |
| 5 | OUTSOURCING STRATEGIES, INC. OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | WESTMONT IL | 2,079 | $34.4M | $310K |
| 6 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $224K |
| 7 | AMERISAVE MORTGAGE CORPORATION AMERISAVE 401(K) PLAN | SANDY SPRINGS GA | 770 | $26.4M | $172K |
| 8 | PROTEGIS, LLC PROTEGIS, LLC 401(K) RETIREMENT PLAN | INDEPENDENCE OH | 0 | $14.2M | $120K |
| 9 | WISER IMAGERY SERVICES, LLC WISER 401K PLAN | MURFREESBORO TN | 81 | $4.4M | $85K |
| 10 | ELECTRICAL SPECIALISTS, INC. DBA THE SUPERIOR GROUP THE SUPERIOR GROUP 401(K) AND PROFIT SHARING PLAN | COLUMBUS OH | 168 | $14.0M | $24K |
