Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Neuberger Berman Small Cap Growth Fund " in their Schedule of Assets, totaling $1.5M 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 | AMERICAN & EFIRD LLC AMERICAN & EFIRD EMPLOYEES' PENSION PLAN | CHARLOTTE NC | 175 | $36.1M | $864K |
| 2 | DWFRITZ AUTOMATION LLC DWFRITZ AUTOMATION LLC 401(K) PLAN | WILSONVILLE OR | 136 | $33.1M | $209K |
| 3 | DAVIS FURNITURE INDUSTRIES, INC DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEE STOCK BONUS PLAN AND TRUST |
HIGH POINT NC |
| 280 |
| $13.2M |
| $197K |
| 4 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $102K |
| 5 | WEAVER COOKE CONSTRUCTION, LLC WEAVER COOKE CONSTRUCTION, LLC PROFIT SHARING/401(K) PLAN | GREENSBORO NC | 118 | $12.4M | $85K |
| 6 | NCS MULTISTAGE LLC NCS MULTISTAGE 401(K) PLAN | HOUSTON TX | 138 | $19.0M | $12K |
| 7 | HILLTOP TRAILER SALES, INC. HILLTOP TRAILER SALES, INC. PROFIT SHARING PLAN | FRIDLEY MN | 120 | $4.8M | $3K |