Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding VIRTUS MD CP VAL EQ A in their Schedule of Assets, totaling $551K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $320K |
| 2 | MCE CARS, INC. MCE CARS, INC. 401K PLAN | GREER SC | 125 | $4.6M | $76K |
| 3 | 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST |
TAMPA FL |
| 85 |
| $5.8M |
| $60K |
| 4 | ONE NETWORK ENTERPRISES ONE NETWORK ENTERPRISES, INC. 401(K) PS PLAN & TRUST | DALLAS TX | 230 | $13.8M | $57K |
| 5 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN | NORWALK CT | 455 | $20.6M | $30K |
| 6 | DENKEN SOLUTIONS INC. DENKEN SOLUTIONS INC. 401K | IRVINE CA | 368 | $2.2M | $5K |
| 7 | ADVOCATE HEALTH,LLC ADVOCATE HEALTH 401(K) PLAN | VENICE FL | 142 | $3.1M | $3K |
