Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Neuberger Berman Small-Cap Growth R6 in their Schedule of Assets, totaling $2.2M 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 | BECKET & LEE, LLP BECKET & LEE, LLP EMPLOYEE SAVINGS & PROTECTION PLAN | MALVERN PA | 110 | $35.7M | $1.3M |
| 2 | CAPSTONE INVESTMENT ADVISORS LLC CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | NEW YORK NY | 191 | $28.9M | $644K |
| 3 | HUWA ENTERPRISES, LLC HUWA ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN |
KEENESBURG CO |
| 200 |
| $8.4M |
| $231K |
| 4 | THE WELLINGTON SCHOOL WELLINGTON SCHOOL DC RETIREMENT PLAN | COLUMBUS OH | 134 | $22.8M | $5K |
| 5 | CAROLINA FRIENDS SCHOOL CAROLINA FRIENDS SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | DURHAM NC | 137 | $23.8M | $2K |