Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Neuberger Berman Genesis in their Schedule of Assets, totaling $58.1M 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 | 112/73 RETIREMENT TRUST FUND NECA - IBEW 112/73 RETIREMENT PLAN NECA-IBEW | SPOKANE WA | 6,481 | $478.9M | $55.5M |
| 2 | MODERN BUILDERS SUPPLY, INCORPORATED MODERN BUILDERS SUPPLY, INC. EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | BOARDMAN OH | 618 | $37.1M | $2.6M |
| 3 | MILLER TRANSPORTATION, INC. |
LOUISVILLE KY |
| 530 |
| $7.3M |
| $22K |
