Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Duff & Phelps Glb Rl Estt Secs I Mutual Fund in their Schedule of Assets, totaling $829K 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 | CLACK CORPORATION CLACK CORPORATION PROFIT SHARING 401(K) PLAN | WINDSOR WI | 417 | $85.3M | $829K |
