Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Virtus Investment Partners in their Schedule of Assets, totaling $1.5M 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 | ARVOS LJUNGSTROM LLC ARVOS LJUNGSTROM LLC PENSION PLAN FOR HOURLY EMPLOYEES | WELLSVILLE NY | 89 | $20.3M | $800K |
| 2 | DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERS LOCAL 701 PENSION AND ANNUITY FUND | NORTH BRUNSWICK NJ | 62 | $331.4M | $317K |
| 3 |
GREENDALE WI |
| 304 |
| $474.7M |
| $225K |
| 4 | BOICE-WILLIS CLINIC, P.A. BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN | ROCKY MOUNT NC | 290 | $97.0M | $87K |
| 5 | SAGINAW PRODUCTS CORPORATION SAGINAW PRODUCTS CORPORATION 401(K) PLAN | SAGINAW MI | 120 | $13.4M | $25K |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $10K |
