Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Virtus Cer MC Val Eq R6 Fd in their Schedule of Assets, totaling $3.6M 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 | RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN | NOBLESVILLE IN | 182 | $14.9M | $1.9M |
| 2 | MARTIN TRANSPORTATION SYSTEMS, INC TRANSPORTATION AND LOGISTICS 401(K) PLAN | BYRON CENTER MI | 1,208 | $25.8M | $1.5M |
| 3 | CAPSA SOLUTIONS, LLC CAPSA SOLUTIONS, LLC 401(K) SAVINGS PLAN |
CANAL WINCHESTER OH |
| 317 |
| $33.9M |
| $132K |
| 4 | LOGISTICS & ENVIRONMENTAL SOLUTIONS CORPORATION LOGISTICS AND ENVIRONMENTAL SOLUTIONS CORP. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 75 | $4.0M | $100K |
| 5 | ENGINEERED SEAL PRODUCTS, INC. ENGINEERED SEAL PRODUCTS, INC. PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 190 | $10.2M | $766 |
| 6 | HTT, INC. HTT, INC. 401(K) RETIREMENT PLAN | SHEBOYGAN WI | 123 | $5.6M | $231 |