Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Duff Phelps Real Estate Sec A Mutual Funds in their Schedule of Assets, totaling $64K 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 | VIGNET INC VIGNET INC 401(K) PROFIT SHARING PLAN & TRUST | FAIRFAX VA | 72 | $11.7M | $45K |
| 2 | LIFTFUND, INC. LIFTFUND, INC. 401(K) PROFIT SHARING PLAN | SAN ANTONO TX | 84 | $5.7M | $19K |
