Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Investment Advisers, Inc. Virtus Duff & Phelps Real Estate Secs in their Schedule of Assets, totaling $8K 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 | BTM COMPANY LLC BTM COMPANY LLC EMPLOYEES' 401(K) PLAN AND TRUST | MARYSVILLE MI | 120 | $10.2M | $8K |
