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 Securities Fund Class A " in their Schedule of Assets, totaling $328K 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 | PR COMMON LLC PR COMMON LLC. 401(K) PLAN | NEW YORK NY | 128 | $6.8M | $157K |
| 2 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $130K |
| 3 | ACTION NISSAN, INC. DBA UNIVERSAL NISSAN / UNIVERSAL HYUNDAI ACTION NISSAN, INC. 401(K) PLAN |
ORLANDO FL |
| 228 |
| $10.8M |
| $40K |
