Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NEUBERGER BERMAN SM CAP GR R6 in their Schedule of Assets, totaling $994K 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 | VLS ENVIRONMENTAL SOLUTIONS LLC VLS ENVIRONMENTAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND T | HOUSTON TX | 1,102 | $47.6M | $644K |
| 2 | SONENDO, INC. SONENDO, INC. 401(K) PLAN | LAGUNA HILLS CA | 138 | $12.4M | $176K |
| 3 | SOUTHLAW, P.C. SOUTHLAW, P.C. 401(K) RETIREMENT PLAN |
OVERLAND PARK KS |
| 89 |
| $12.8M |
| $148K |
| 4 | THE KENNEDY COLLECTIVE, INC. THE KENNEDY COLLECTIVE, INC. 401(K) PLAN | TRUMBULL CT | 484 | $13.7M | $26K |
