Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding GM Virtus NFJ Mid-Cap Value A Virtus 0 in their Schedule of Assets, totaling $1.3M 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 | CONROY SIMBERG, P.A. CONROY SIMBERG 401(K) PLAN | HOLLYWOOD FL | 333 | $39.9M | $923K |
| 2 | TRADE FINANCE INTERNATIONAL, INC. TUFTCO CORPORATION 401(K) PLAN | CHATTANOOGA TN | 191 | $5.9M | $236K |
| 3 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN |
CHATTANOOGA TN |
| 1,932 |
| $7.5M |
| $142K |
