Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Dividend Interest & Premium Strategy Fund in their Schedule of Assets, totaling $95K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 WELFARE FUND SHEET METAL WORKERS LOCAL 112 WELFARE FUND | ELMIRA NY | 233 | $14.0M | $48K |
| 2 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $47K |
