Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity Fund; Class I in their Schedule of Assets, totaling $6.2M 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 SIEGFRIED GROUP, LLP THE SIEGFRIED GROUP'S 401(K) PLAN | WILMINGTON DE | 1,269 | $252.4M | $4.3M |
| 2 | PSI PHARMA SUPPORT AMERICA INC PSI AMERICA 401(K) PLAN | KING OF PRUSSIA PA | 466 | $39.0M | $694K |
| 3 | FRANKLIN INTERNATIONAL, INC. FRANKLIN INTERNATIONAL, INC. THRIFT PLAN |
COLUMBUS OH |
| 279 |
| $91.7M |
| $507K |
| 4 | ALENE CANDLES, LLC ALENE CANDLES, LLC 401(K) RETIREMENT SAVINGS PLAN | MILFORD NH | 393 | $16.4M | $278K |
| 5 | NWR SERVICES, LLC NORTHWOOD RAVIN 401(K) PLAN | CHARLOTTE NC | 416 | $14.4M | $174K |
| 6 | ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C. ORTHOPAEDIC AND SPINE CENTER 401(K) PROFIT SHARING PLAN | NEWPORT NEWS VA | 101 | $25.0M | $161K |
| 7 | SCHUNK INTEC INC. SCHUNK 401(K) PLAN | MORRISVILLE NC | 197 | $14.7M | $73K |
| 8 | PAL MANAGEMENT, INC. PAL MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN | BURNSVILLE MN | 125 | $5.8M | $38K |
| 9 | YANKEE LEISURE GROUP YANKEE LEISURE GROUP 401(K) PLAN | BOSTON MA | 195 | $7.3M | $23K |
| 10 | FRANKLIN INTERNATIONAL, INC. FRANKLIN INTERNATIONAL, INC. PLANT EMPLOYEES 401(K) PLAN | COLUMBUS OH | 183 | $6.2M | $18K |
