Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Virtus Crdx MC Vl Eq Fd R6 Registered Investment Company in their Schedule of Assets, totaling $6.4M 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 | GOSIGER HOLDINGS, INC. GOSIGER 401K SAVINGS PLAN AND TRUST | DAYTON OH | 598 | $101.6M | $4.8M |
| 2 | LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE IN | 235 | $22.1M | $518K |
| 3 | ATOS SYNTEL INC. ATOS SYNTEL INC. 401(K) PLAN |
TROY MI |
| 947 |
| $57.1M |
| $495K |
| 4 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $298K |
| 5 | ATLANTIC GENERAL HOSPITAL CORP ATLANTIC GENERAL HOSPITAL CORPORATION TAX DEFERRED | BERLIN MD | 853 | $72.3M | $173K |
| 6 | GREENFIELD SAVINGS BANK GREENFIELD SAVINGS BANK 401K PLAN | GREENFIELD MA | 203 | $24.7M | $60K |
| 7 | 34TH STREET PARTNERSHIP, INC. TAX DEFERRED SAVINGS PLAN | NEW YORK NY | 269 | $18.3M | $18K |
| 8 | ADAMS PEST CONTROL, INC. ADAM'S GARDEN OF EDEN 401K PLAN | MEDINA MN | 145 | $6.1M | $13K |
| 9 | D & S MARINE SERVICE, LLC D & S MARINE SERVICE, LLC 401(K) PLAN | GRAY LA | 158 | $7.1M | $1K |
