Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Neuberger Neuberger Berman Large Cap Value Instl in their Schedule of Assets, totaling $9.3M 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 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $6.5M |
| 2 | RMK MANAGEMENT RMK MANAGEMENT 401(K) PLAN | CHICAGO IL | 178 | $23.7M | $1.5M |
| 3 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN |
CHICAGO IL |
| 138 |
| $20.9M |
| $1.3M |
