Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Ceredex Small-Cap Value Equity Fund Class R6 in their Schedule of Assets, totaling $198K 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 | L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY L.E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN | RALEIGH NC | 100 | $20.2M | $191K |
| 2 | SUBCOM, LLC SUBCOM SAVINGS PLAN | EATONTOWN NJ | 1,557 | $222.6M | $7K |