Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Ceredex Virtus Ceredex Mid-Cap Value Equity in their Schedule of Assets, totaling $522K 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 | MODERN BUILDERS SUPPLY, INCORPORATED MODERN BUILDERS SUPPLY, INC. EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | BOARDMAN OH | 618 | $37.1M | $327K |
| 2 | T.B.H.C., INC. T.B.H.C., INC. EMPLOYEES RETIREMENT PLAN & TRUST | ORLANDO FL | 210 | $14.3M | $195K |
