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 Fund in their Schedule of Assets, totaling $2.1M 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 | TEXAS HEART INSTITUTE TEXAS HEART INSTITUTE SECTION 403(B) PLAN | HOUSTON TX | 255 | $24.3M | $1.1M |
| 2 | CAPITAL AREA PEDIATRICS, INC. CAPITAL AREA PEDIATRICS, INC. PROFIT SHARING PLAN | OAKTON VA | 177 | $39.3M | $947K |
| 3 | CALUMET CARTON COMPANY CALUMET CARTON COMPANY EMPLOYEE RETIREMENT TRUST |
SOUTH HOLLAND IL |
| 116 |
| $14.0M |
| $63K |
