Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value in their Schedule of Assets, totaling $4.6M 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 | BELGIOIOSO CHEESE, INC. BELGIOIOSO CHEESE, INC. 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 1,128 | $190.7M | $4.2M |
| 2 | AON RISK SERVICES OF PR, INC. AON RISK SERVICES OF PR, INC. 1081.01(D) PLAN | SAN JUAN PR | 65 | $9.7M | $211K |
| 3 | LIFELINC CORPORATION LIFELINC CORPORATION 401(K)PLAN |
MEMPHIS TN |
| 217 |
| $18.1M |
| $187K |
