Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Virtus Duff & Phelps Real Estate Sec R6 - in their Schedule of Assets, totaling $273K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOBE STEEL USA INC. KOBE STEEL USA RETIREMENT PLAN | LIVONIA MI | 273 | $7.9M | $163K |
| 2 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $42K |
| 3 | IMAGE INTERNATIONAL MANUFACTURING, LLC IMAGE INTERNATIONAL MANUFACTURING, LLC 401(K) PLAN |
LANTANA FL |
| 140 |
| $12.2M |
| $38K |
| 4 | ARARAT HOME OF LOS ANGELES ARARAT HOME RETIREMENT PLAN | MISSION HILLS CA | 572 | $7.1M | $24K |
| 5 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $6K |