Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Crdx Mid Cap Value Equity Fund R6 Pooled Separate Account in their Schedule of Assets, totaling $502K 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 | DIAMOND PACKAGING, INC. DIAMOND PAPER BOX COMPANY, INC. SECTION 401K PLAN | ROCHESTER NY | 265 | $25.2M | $502K |
