Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Emerg M kts Opps I M utual Funds in their Schedule of Assets, totaling $58K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN | FALLS CHURCH VA | 13,464 | $162.2M | $58K |
