Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Duff Phelps Real Estate Sec R6 Registered Investment Company in their Schedule of Assets, totaling $1.8M 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 | DZ BANK AG, NEW YORK BRANCH DZ BANK AG, NEW YORK BRANCH 401K SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 69 | $71.4M | $1.6M |
| 2 | EVERGREEN TREATMENT SERVICES EVERGREEN TREATMENT SERVICES 403(B) PLAN | SEATTLE WA | 316 | $13.0M | $152K |
| 3 | ACI NORTHWEST, INC. |
COEUR D ALENE ID |
| 115 |
| $8.4M |
| $22K |
