Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity Fund R6 in their Schedule of Assets, totaling $5.2M 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 | SKYWARD, INC. SKYWARD, INC. 401(K) PLAN | STEVENS POINT WI | 718 | $106.5M | $5.1M |
| 2 | JOHNSON EQUIPMENT COMPANY JOHNSON EQUIPMENT COMPANY 401(K) SAVINGS PLAN & TRUST | DALLAS TX | 273 | $20.5M | $109K |
