Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding NEUBERGER BERMAN STRAT INC INS in their Schedule of Assets, totaling $245K 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 | AAMP OF FLORIDA, INC AAMP GLOBAL 401K PLAN | ST. PETERSBURG FL | 143 | $11.3M | $161K |
| 2 | IMS GEAR HOLDING INC IMS GEAR HOLDING INC 401K PLAN & TRUST | GAINESVILLE GA | 448 | $16.9M | $80K |
| 3 | KAZTRONIX, LLC KAZTRONIX 401K PLAN | ARLINGTON |
| 104 |
| $4.0M |
| $3K |