Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Neuberger Berman Strategic Income R6 - in their Schedule of Assets, totaling $11.6M 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 | TMT BAC LOCAL UNION #7 THE LOCAL 7 TILE INDUSTRY ANNUITY FUND | NEW YORK NY | 1,191 | $213.8M | $8.6M |
| 2 | SPARTAN CHEMICAL COMPANY, INC. SPARTAN CHEMICAL COMPANY, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN | MAUMEE OH | 326 | $63.2M | $1.3M |
| 3 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN |
BOSTON MA |
| 683 |
| $190.2M |
| $877K |
| 4 | TELLEPSEN CORPORATION TELLEPSEN CORPORATION 401(K) & RETIREMENT PLAN | HOUSTON TX | 633 | $54.3M | $370K |
| 5 | LEK CONSULTING LLC LEK CONSULTING BOSTON 401(K) PLAN | BOSTON MA | 302 | $69.5M | $229K |
| 6 | VDA, INC. VAN DEUSEN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN | EAST HANOVER NJ | 401 | $25.2M | $193K |
| 7 | ACE ETHANOL ACE ETHANOL 401(K) SAVINGS PLAN | STANLEY WI | 118 | $13.4M | $51K |
| 8 | SUNA SOLUTIONS, INC. SUNA SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 289 | $3.7M | $1K |
