Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Virtus Investment Partners Virtus Cerdex Large-Cap Value Equity Fund in their Schedule of Assets, totaling $98.6M 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 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN | CLEVELAND OH | 47,415 | $1.7B | $97.6M |
| 2 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY HOURLY 401(K) PLAN | CLEVELAND OH | 935 | $58.3M | $1.0M |
