Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity I Mutual fund in their Schedule of Assets, totaling $2.1M 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 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $1.1M |
| 2 | HOTSPUR RESORTS NEVADA LTD. HOTSPUR RESORTS NEVADA LTD 401(K) SALARY DEFERRAL PLAN | LAS VEGAS NV | 1,220 | $23.4M | $442K |
| 3 | COLORTECH, INC. COLORTECH, INC. 401(K) PLAN |
MORRISTOWN TN |
| 279 |
| $15.0M |
| $212K |
| 4 | ALLIED PRINTING SERVICES, INCORPORATED ALLIED PRINTING SERVICES, INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | MANCHESTER CT | 411 | $40.7M | $162K |
| 5 | DONELAN'S SUPERMARKETS, INC. DONELAN'S SAVINGS & INVESTMENT PLAN | LITTLETON MA | 181 | $8.2M | $64K |
| 6 | AGENCE FRANCE-PRESSE AGENCE FRANCE-PRESSE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 108 | $28.4M | $40K |
| 7 | BOSTON PIE, INC. BOSTON PIE, INC. 401(K) PLAN | DANVERS MA | 238 | $2.0M | $38K |
| 8 | SOUTHSIDE COMMUNITIES FIRE PROTECTION, INC. SOUTHSIDE FIRE/EMS RETIREMENT PLAN | SAVANNAH GA | 181 | $12.2M | $31K |
