Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Virtus Ceredex Mid-Cap Value Equity in their Schedule of Assets, totaling $3.5M 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 | TFORCE HOLDINGS USA, INC. TFORCE HOLDINGS USA, INC. 401(K) PLAN | DALLAS TX | 5,574 | $276.4M | $2.0M |
| 2 | FORCHT GROUP, INC FORCHT GROUP OF KENTUCKY SAVINGS PLAN | LEXINGTON KY | 1,623 | $55.0M | $400K |
| 3 | CEDAR ELECTRONICS HOLDINGS CORP. CEDAR ELECTRONICS CORPORATION 401(K) PLAN |
ARLINGTON HEIGHTS IL |
| 106 |
| $19.2M |
| $329K |
| 4 | DENTAL HEALTH PRODUCTS, INC. DENTAL HEALTH PRODUCTS, INC. 401(K) P/S PLAN | NEW FRANKEN WI | 187 | $16.4M | $271K |
| 5 | K.T.G. (USA) LP K.T.G., USA SALARY EMPLOYEES 401(K) PLAN | MEMPHIS TN | 120 | $21.9M | $189K |
| 6 | HUDSON VALLEY STAFF, LTD. DBA ACADIA HR ACADIA HR MEP PLAN | RED HOOK NY | 238 | $8.4M | $122K |
| 7 | KOPKA, PINKUS & DOLIN, PC KOPKA, PINKUS & DOLIN EMPLOYEE SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 233 | $23.2M | $103K |
| 8 | AMERICAN CUSTOM METAL FABRICATING, INC. AMERICAN CUSTOM METAL FABRICATING, INC. 401(K) PLAN | GREEN BAY WI | 151 | $9.1M | $59K |
| 9 | ADVANCE MFG. CO., INC. ADVANCE MFG. CO., INC. PROFIT SHARING PLAN | WESTFIELD MA | 251 | $38.0M | $19K |
| 10 | NESTER HOSIERY, LLC NESTER HOSIERY, LLC 401(K) PROFIT SHARING PLAN | MOUNT AIRY NC | 154 | $2.5M | $13K |
