Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NEUBERGER SMALL CAP GROWTH R3 in their Schedule of Assets, totaling $652K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $272K |
| 2 | CANIDAE, LLC. CANIDAE, LLC. 401(K) PROFIT SHARING PLAN | BROWNWOOD TX | 161 | $9.8M | $141K |
| 3 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN |
HUNTINGTON STATION NY |
| 116 |
| $3.6M |
| $133K |
| 4 | EDUCATION MANAGEMENT & NETWORKS EDUCATION MANAGEMENT & NETWORKS INC 401K PLAN | SOUTHFIELD MI | 179 | $3.4M | $105K |
