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 R6 Mutual Funds in their Schedule of Assets, totaling $139K 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 | TRULINE CORPORATION TRULINE 401(K) PLAN | LAS VEGAS NV | 317 | $7.5M | $95K |
| 2 | ARROWSTREET, INC. ARROWSTREET INC. 401K PROFIT SHARING | BOSTON MA | 59 | $18.1M | $44K |
