Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Duff & Phelps Global Real Estate Securities Fund Class A Mutual Fund in their Schedule of Assets, totaling $80K 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 | AG RX AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | OXNARD CA | 120 | $18.8M | $70K |
| 2 | SUPERIOR ROLL FORMING LLC WELSER PROFILE COMPANIES RETIREMENT SAVINGS PLAN | VALLEY CITY OH | 182 | $7.3M | $10K |
