Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Neuberger Berman Real Estate Ret Opt in their Schedule of Assets, totaling $204K 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 | RIVERHILLS HEALTHCARE , INC. RIVERHILLS HEALTHCARE, INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN | CINCINNATI OH | 157 | $32.1M | $184K |
| 2 | ROTOLO CONSULTANTS, INC. RCI 401(K) PLAN | SLIDELL LA | 394 | $10.4M | $19K |