Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEUBERGER BERMAN INVESTMENT ADVISER | 13-5521910 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEUBERGER BERMAN TRUST COMPANY N.A. | 27-2510082 | — | NONE | $189K | — |
| BUCK GLOBAL, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Neuberger Berman Income Core Bond Fund | Other securities | — | $27.7M | $23.8M | 27.0% | |
| Vanguard Index S&P 500 | Other securities | — | $9.1M | $17.5M | 19.8% | |
| Neuberger Berman Strategic Income Fund | Other securities | — | $11.2M | $10.2M | 11.6% | |
| Neuberger Berman Core Equity | Other securities | — | $6.5M | $6.4M | 7.2% | |
| iShares Core MSCI EAFE | Other securities | — | $4.6M | $5.5M | 6.2% | |
| Neuberger Berman Equity Large Cap Growth Fund | Other securities | — | $2.6M | $4.2M | 4.7% | |
| Avantis Emerging Markets Equity | Other securities | — | $3.7M | $4.1M | 4.7% | |
| Neuberger Berman Equity Intrinsic Value Fund | Other securities | — | $2.9M | $3.9M | 4.4% | |
| Neuberger Berman Genesis Fund | Other securities | — | $2.7M | $3.5M | 4.0% | |
| Neuberger Berman Equity Large Cap Value Fund | Other securities | — | $1.9M | $2.8M | 3.2% | |
| Artisan International Value Fund | Other securities | — | $2.2M | $2.3M | 2.6% | |
| Harding Loevner International Equity Portfolio | Other securities | — | $2.4M | $2.3M | 2.6% | |
| Fidelity Government Cash Reserves | Cash / Money Market | — | $967K | $967K | 1.1% | |
| iShares Core MSCI Japan | Other securities | — | $803K | $770K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-3954297 |
| — |
| NONE |
| $72K |
| — |
| WARNER NORCROSS & JUDD LLP | 38-1422647 | — | NONE | $24K | — |
