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 R6 Registered Investment Company in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHANDS JACKSONVILLE MEDICAL CENTER, INC. SHANDS JACKSONVILLE RETIREMENT PLAN | JACKSONVILE FL | 5,534 | $443.3M | $3.1M |
| 2 | ALSCO-GEYER IRRIGATION, INC. ALSCO-GEYER IRRIGATION, INC. PROFIT SHARING 401(K) PLAN | ARBUCKLE CA | 130 | $10.1M | $185K |
| 3 | ASSEMI GROUP, INC. |
FRESNO CA |
| 100 |
| $11.2M |
| $140K |
