Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Virtus Duff & Phelps Real Estate Sec R6 Mutual fund - in their Schedule of Assets, totaling $742K 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 | JOHNSON, KENDALL & JOHNSON, INC. JKJ SAVINGS PLAN | NEWTOWN PA | 129 | $28.9M | $215K |
| 2 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $207K |
| 3 | MBV-CA, LLC MBV-CA 401(K) PLAN |
LOUISVILLE KY |
| 704 |
| $19.4M |
| $183K |
| 4 | CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN RI | 289 | $7.4M | $108K |
| 5 | HOUSING AND COMMUNITY SERVICES, INC. D/B/A PROSPERA HOUSING COUMMUNITY PROSPERA HCS EMPLOYEE 401(K) PLAN | SAN ANTONIO TX | 193 | $5.2M | $29K |
| 6 | HALO NETWORK HALO NETWORK 403(B) ERISA PLAN | AMITYVILLE NY | 156 | $1.3M | $2K |
