Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Neuberger Berman Sustainable Equity Fund Class R6 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $735K |
| 2 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $351K |
| 3 | KI BOIS COMMUNITY ACTION FOUND |
STIGLER OK |
| 329 |
| $19.5M |
| $6K |
| 4 | WAVERLY HEIGHTS, LTD. TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. | GLADWYNE PA | 286 | $6.7M | $3K |
| 5 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $3K |
| 6 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $2K |
| 7 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $2K |
| 8 | THE CHILDRENS CENTER OF HAMDEN, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE CHILDREN'S CENTER OF HAMDEN, INC. | HAMDEN CT | 173 | $5.4M | $2K |
| 9 | BRIDGING ACCESS TO CARE, INC. BRIDGING ACCESS TO CARE, INC. 403(B) PLAN | BROOKLYN NY | 107 | $3.9M | $2K |
| 10 | LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA 403(B) THRIFT PLAN FOR EMPLOYEES OF LUTHERAN SOCIAL SERVICES OF SOUTHERN CALIFORNIA | ORANGE CA | 233 | $2.9M | $1K |
