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 Equity Fund Mutual funds in their Schedule of Assets, totaling $5.3M 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 | MARUBENI AMERICA CORPORATION MARUBENI GROUP RETIREMENT SAVINGS PLAN | NEW YORK NY | 951 | $222.0M | $4.4M |
| 2 | JBS INTERNATIONAL, INC. JBS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NORTH BETHESDA MD | 318 | $74.0M | $729K |
| 3 | NOVA 401K ASSOCIATES NOVA 401(K) PLAN |
HOUSTON TX |
| 204 |
| $31.2M |
| $215K |