Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Investment Partners Virtus Ceredex Mid-Cap Value Equity Fund Class R6 in their Schedule of Assets, totaling $53K 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 | SOLIDWOOD FOREST SOLIDWOOD FOREST 401(K) PROFIT SHARING PLAN & TRUST | WALLER TX | 219 | $3.5M | $53K |
