Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Funds Virtus Duff & Phelps Real Estate Securities Fund Class I •• in their Schedule of Assets, totaling $725K 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 | EDWARD ROSE & SONS EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN | BLOOMFIELD HILLS MI | 1,874 | $75.4M | $374K |
| 2 | EDWARD ROSE BUILDING ENTERPRISE, LLC EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN | BLOOMFIELD HILLS MI | 2,481 | $104.6M | $350K |
