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 Securities Fund Class R6 " in their Schedule of Assets, totaling $8.7M 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 | S&B ENGINEERS AND CONSTRUCTORS,LTD. S & B ENGINEERS AND CONSTRUCTORS, LTD. RETIREMENT SAVINGS PLAN | HOUSTON TX | 4,764 | $589.8M | $5.6M |
| 2 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HUNTSVILLE AL | 1,324 | $388.9M | $1.8M |
| 3 | STARFISH HOLDINGS, INC. |
HUNTSVILLE AL |
| 1,876 |
| $303.8M |
| $965K |
| 4 | RKL LLP RKL LLP 401(K) PLAN | LANCASTER PA | 665 | $122.9M | $219K |
| 5 | CATALYST PHARMACEUTICALS, INC. CATALYST PHARMACEUTICALS INC. 401(K) PLAN | CORAL GABLES FL | 182 | $16.3M | $79K |
| 6 | BARRETT FIREARMS MANUFACTURING, INC. BARRETT FIREARMS MANUFACTURING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | MURFREESBORO TN | 185 | $7.0M | $44K |