Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding VIRTUS D&P WATER INST in their Schedule of Assets, totaling $825K 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 | BRISTOL FARMS, INC. BRISTOL FARMS, INC. 401(K) SAVINGS PLAN | CARSON CA | 2,022 | $46.6M | $612K |
| 2 | TRAVELZOO TRAVELZOO 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 96 | $22.9M | $93K |
| 3 | BIONANO GENOMICS, INC. BIONANO GENOMICS, INC. 401(K) PLAN |
SAN DIEGO CA |
| 79 |
| $28.4M |
| $77K |
| 4 | ALEXANDER WANG LLC ALEXANDER WANG LLC, 401K PLAN | NEW YORK NY | 196 | $11.0M | $31K |
| 5 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $12K |
