Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding NEUBERGER SUST EQTY R3 in their Schedule of Assets, totaling $763K 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 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $366K |
| 2 | GNS HEALTHCARE, INC GNS HEALTHCARE, INC. 401(K) PLAN | SOMERVILLE MA | 30 | $6.8M | $214K |
| 3 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN |
PALM SPRINGS FL |
| 410 |
| $5.5M |
| $150K |
| 4 | NEIGHBORHOOD ASSISTANCE CORPORAT NEIGHBORHOOD ASSISTANCE CORPORATION OF AMERICA 401K PROF | BOSTON MA | 203 | $5.3M | $22K |
| 5 | DISPLAYMAX INC DISPLAYMAX INC 401K PLAN & TRUST | HOWELL MI | 190 | $1.6M | $11K |
