Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Virtus Duff Phelps Real Estate Securities Mutual fund - in their Schedule of Assets, totaling $1.3M 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 | GENSCO, INC. GENSCO PROFIT SHARING 401(K) PLAN | TACOMA WA | 979 | $153.8M | $1.1M |
| 2 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN | WEATHERFORD TX | 377 | $23.0M | $160K |
| 3 | SLAKEY BROTHERS, INC. SLAKEY BROTHERS, INC. PROFIT SHARING 401(K) PLAN |
| 413 |
| $41.6M |
| $24K |
| 4 | LAKES GAS CO. LAKES GAS CO. 401(K) PROFIT SHARING PLAN & TRUST | WYOMING MN | 262 | $13.5M | $20K |