Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Duff & Phelps Investment Management Virtus Duff & Phelps Real Estate Securities Fund R6 in their Schedule of Assets, totaling $91K 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 | BLACK FOREST VENTURES, LLC BLACK FOREST 401(K) PLAN | THE WOODLANDS TX | 666 | $21.8M | $91K |
