Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity Fund Mutual fund - in their Schedule of Assets, totaling $5.0M 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 | MAD ANTHONYS, INC. ANTHONY'S RESTAURANTS PROFIT SHARING PLAN | KIRKLAND WA | 760 | $33.7M | $2.0M |
| 2 | THE BAY CLUB COMPANY THE BAY CLUB COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,549 | $47.7M | $1.0M |
| 3 | STELLAR BANK STELLAR BANK RETIREMENT PLAN |
HOUSTON TX |
| 1,033 |
| $149.8M |
| $397K |
| 4 | NATIONAL CARRIERS, INC. NATIONAL CARRIERS, INC. PROFIT SHARING AND SAVINGS PLAN | LIBERAL KS | 0 | $12.0M | $361K |
| 5 | BRIGHTON COLLECTIBLES, LLC BRIGHTON RETAIL, LLC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 575 | $32.5M | $340K |
| 6 | CLASSIC CHEVROLET BUICK GMC, INC. THE DURANT AUTO GROUP 401(K) PLAN | GRAPEVINE TX | 2,441 | $72.0M | $339K |
| 7 | RMG INVESTMENT GROUP, LLC RESERVE MANAGEMENT GROUP 401(K) PLAN | STOW OH | 284 | $22.9M | $217K |
| 8 | YOUNGER MFG. CO. YOUNGER MFG. CO. 401(K) PLAN | TORRANCE CA | 119 | $41.2M | $162K |
| 9 | BRIGHTON COLLECTIBLES, LLC LEEGIN CREATIVE LEATHER PRODUCTS, LLC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 352 | $49.6M | $154K |
| 10 | FAMILY & CHILDREN'S AID, INC. FAMILY & CHILDREN'S AID, INC. RETIREMENT PLAN | DANBURY CT | 198 | $16.5M | $24K |
