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 Mutual fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEA & ELLIOTT, INC. LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN | DULLES VA | 115 | $93.4M | $895K |
| 2 | HEALTHRIGHT 360 HEALTHRIGHT 360 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 742 | $24.1M | $164K |
| 3 | R. W. WARNER, INC. R. W. WARNER, INC. PROFIT SHARING AND 401(K) PLAN |
FREDERICK MD |
| 239 |
| $10.1M |
| $31K |
