Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Virtus Duff Phelps Real Estate Securities Fund Mutual Fund in their Schedule of Assets, totaling $2.2M 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 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $1.1M |
| 2 | COMMUNITIES FOUNDATION OF TEXAS COMMUNITIES FOUNDATION OF TEXAS 401(K) PLAN | DALLAS TX | 128 | $20.6M | $387K |
| 3 | RADIANT LOGISTICS, INC. RADIANT LOGISTICS, INC. 401(K) PLAN |
RENTON WA |
| 537 |
| $54.4M |
| $205K |
| 4 | OLD DOMINION INSULATION, INC. OLD DOMINION INSULATION, INC. 401(K) PLAN | MIDLOTHIAN VA | 823 | $12.9M | $203K |
| 5 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $134K |
| 6 | GREAT DAY IMPROVEMENTS, LLC GREAT DAY IMPROVEMENTS, LLC 401(K) PLAN | TWINSBURG OH | 2,902 | $76.6M | $100K |
| 7 | KLEIN FOODS, INC. DBA RODNEY STRONG WINE ESTATES KLEIN FOODS, INC. 401(K) PLAN | HEALDSBURG CA | 209 | $23.2M | $59K |
| 8 | GLENSTONE FOUNDATION GLENSTONE FOUNDATION 401(K) PLAN | POTOMAC MD | 148 | $7.8M | $20K |
| 9 | ARDMORE HOME DESIGN, INC. ARDMORE HOME DESIGN, INC. 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 286 | $8.8M | $7K |
