Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity R6 Mutual fund in their Schedule of Assets, totaling $5.8M 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 | SDI STORES, LLC SDI STORES, LLC 401(K) PLAN | MERIDEN CT | 595 | $34.6M | $2.3M |
| 2 | HARGIS ENGINEERS, INC. HARGIS ENGINEERS 401(K) PLAN | SEATTLE WA | 165 | $43.2M | $1.6M |
| 3 | RON JON SURF SHOP OF FLA., INC. RON JON SAVINGS AND INVESTMENT PLAN |
COCOA BEACH FL |
| 251 |
| $19.8M |
| $1.1M |
| 4 | MENTAL HEALTH CENTER OF DENVER DBA WELLPOWER MENTAL HEALTH CENTER OF DENVER RETIREMENT PLAN | DENVER CO | 1,003 | $60.8M | $246K |
| 5 | DONLEY COMPANIES, INC. DONLEY'S 401(K) RETIREMENT PLAN | CLEVELAND OH | 526 | $22.3M | $219K |
| 6 | CENTRAL PLUMBING AND HEATING CO INC CENTRAL PLUMBING AND HEATING, INC 401K PROFIT SHARING PLAN | GREAT FALLS MT | 165 | $21.3M | $166K |
| 7 | KELLOGG SUPPLY, INC. KELLOGG SUPPLY, INC. 401(K) PLAN | CARSON CA | 199 | $24.7M | $112K |
| 8 | THE MAUI MEDICAL GROUP, INC. MAUI MEDICAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | WAILUKU HI | 267 | $58.1M | $55K |
| 9 | BELLEVIEW BILTMORE COUNTRY CLUB CORP. BELLEAIR COUNTRY CLUB 401K PLAN | BELLEAIR FL | 153 | $7.3M | $33K |
| 10 | EYE HEALTH AMERICA, LLC EYE HEALTH AMERICA 401(K) PLAN | EASLEY SC | 1,186 | $45.3M | $19K |
