Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Neuberger in their Schedule of Assets, totaling $8.5M 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 | MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS ALLIED INDUSTRY PEN MEAT CUTTERS UNION LOCAL NO. 88 AND FOOD EMPLOYERS PENSION TRUST | EARTH CITY MO | — | $35.9M | $3.7M |
| 2 | AFFINITY FEDERAL CREDIT UNION AFFINITY FEDERAL CREDIT UNION 401(K) PLAN | BASKING RIDGE NJ | 513 | $109.1M | $3.6M |
| 3 | PK COMPANIES GROUP, LLC |
WICHITA KS |
| 501 |
| $15.4M |
| $902K |
| 4 | ITHAKA HARBORS, INC. ITHAKA HARBORS, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 415 | $161.1M | $319K |
