Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Neuberger Berman Real Estate Fund Mutual fund in their Schedule of Assets, totaling $2.0M 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 | PATRIOT GROWTH INSURANCE SERVICES, LLC PATRIOT GROWTH INSURANCE SERVICES, LLC 401(K) PLAN | FORT WASHINGTON PA | 1,917 | $147.4M | $750K |
| 2 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $558K |
| 3 | CSE AMERICAS INC. |
SPRING TX |
| 855 |
| $33.7M |
| $274K |
| 4 | VALENCE MEDIA, LLC. VALENCE MEDIA 401(K) PLAN | BEVERLY HILLS CA | 86 | $44.4M | $133K |
| 5 | MAITA AUTO GROUP MAITA PROFIT SHARING 401(K) PLAN AND TRUST | SACRAMENTO CA | 496 | $36.0M | $110K |
| 6 | VALENCE MEDIA, LLC. VALENCE MEDIA, LLC 401(K) PLAN | BEVERLY HILLS CA | 26 | $35.8M | $94K |
| 7 | COMMUNICATION INNOVATIONS LLC COMMUNICATION INNOVATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | FITCHBURG WI | 130 | $4.1M | $19K |
| 8 | KAYE-SMITH ENTERPRISES, INC. KAYE-SMITH ENTERPRISES 401(K) RETIREMENT SAVINGS PLAN & TRUST | BELLEVUE WA | 171 | $18.6M | $18K |
| 9 | MARLINS TEAMCO LLC MARLINS TEAMCO LLC 401(K) PLAN | MIAMI FL | 195 | $21.4M | $7K |
