Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus AlphaSimplex Managed Futures Strategy Fund in their Schedule of Assets, totaling $170K 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 | WISCO INDUSTRIES, INC. WISCO INDUSTRIES PROFIT SHARING PLAN | OREGON WI | 106 | $17.5M | $142K |
| 2 | IOWA LIMESTONE COMPANY DBA ILC RESOURCES IOWA LIMESTONE COMPANY PROFIT SHARING PLAN | URBANDALE IA | 168 | $24.8M | $28K |