Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Neuberger Berman Strategic Income Fund " in their Schedule of Assets, totaling $48.0M 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 | BOARD OF TRUSTEES TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUND TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUND | NEW YORK NY | 923 | $165.4M | $19.6M |
| 2 | TOMPKINS FINANCIAL CORPORATION TOMPKINS FINANCIAL CORPORATION RETIREMENT PLAN | ITHACA NY | 203 | $88.3M | $10.2M |
| 3 | NGL ENERGY HOLDINGS, LLC |
TULSA OK |
| 549 |
| $117.2M |
| $4.5M |
| 4 | ROCKET SOFTWARE, INC. ROCKET SOFTWARE, INC. 401(K) PLAN | WALTHAM MA | 1,230 | $275.6M | $4.5M |
| 5 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN | LOUISVILLE KY | 1,911 | $617.7M | $2.5M |
| 6 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 401(K) PLAN | LOUISVILLE KY | 1,912 | $508.1M | $2.2M |
| 7 | EXFO AMERICA INC. EXFO USA 401(K) PLAN | RICHARDSON TX | 89 | $28.2M | $1.9M |
| 8 | INVESTORS HERITAGE CAPITAL CORPORATION IHCC 401(K) RETIREMENT PLAN | FRANKFORT KY | 101 | $16.7M | $1.2M |
| 9 | AMERICAN BANK AMERICAN BANK EMPLOYEE SAVINGS PLAN | AUSTIN TX | 363 | $62.7M | $826K |
| 10 | VIRTANA VIRTANA 401K PLAN | PALO ALTO CA | 108 | $7.9M | $165K |
