Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity Fund " in their Schedule of Assets, totaling $6.9M 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 | FINCANTIERI MARINE GROUP LLC FINCANTIERI MARINE GROUP 401(K) RETIREMENT PLAN | GREEN BAY WI | 942 | $95.7M | $1.1M |
| 2 | METALCRAFT OF MAYVILLE, INC. METALCRAFT OF MAYVILLE INDIVIDUALS BARGAINING 401(K) PLAN | MAYVILLE WI | 272 | $36.4M | $718K |
| 3 | INDEPENDENCE HOLDING COMPANY |
STAMFORD CT |
| 174 |
| $36.8M |
| $589K |
| 4 | WOODFIN HEATING, INC. DOSWELL OPERATING GROUP 401(K) PLAN | RICHMOND VA | 1,053 | $43.1M | $586K |
| 5 | FINCANTIERI MARINE GROUP LLC FINCANTIERI MARINE GROUP BARGAINING RETIREMENT SAVINGS PLAN | GREEN BAY WI | 1,070 | $26.5M | $509K |
| 6 | MASONIC HOMES OF KENTUCKY, INC. MASONIC HOMES OF KENTUCKY, INC. RETIREMENT SAVINGS PLAN | MASONIC HOME KY | 649 | $10.6M | $446K |
| 7 | FORTIS SOLUTIONS GROUP, LLC FORTIS SOLUTIONS GROUP, LLC RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 1,239 | $52.7M | $388K |
| 8 | TPG COMPANIES, INC. PROCACCIANTI COMPANIES, INC. 401(K) PLAN | CRANSTON RI | 138 | $28.4M | $358K |
| 9 | KOURY CORPORATION KOURY CORPORATION 401(K) / PROFIT SHARING RETIREMENT PLAN | GREENSBORO NC | 866 | $23.5M | $341K |
| 10 | CALEDONIA HAULERS, INC. CALEDONIA HAULERS, INC. PROFIT SHARING PLAN | CALEDONIA MN | 342 | $12.3M | $338K |
