Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding VIRTUS MID CAP VALUE EQ R6 in their Schedule of Assets, totaling $1.2M 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 | VOHRA WOUND PHYSICIANS MANAGEMEN VOHRA WOUND PHYSICIANS MANAGEM 401K PROFIT SHARING PLAN AND T | MIRAMAR FL | 432 | $31.8M | $260K |
| 2 | COLLIER YOUTH SERVICES COLLIER SERVICES RETIREMENT SAVINGS PLAN | WICKATUNK NJ | 194 | $13.7M | $229K |
| 3 | VISION GOVERNMENT SOLUTIONS, INC |
HUDSON MA |
| 399 |
| $18.6M |
| $187K |
| 4 | HEOROT POWER HOLDINGS LLC HEOROT POWER 401(K) PLAN | LAFAYETTE CO | 124 | $16.0M | $133K |
| 5 | GOODE COOK, INC. GOODE COOK, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 934 | $8.6M | $112K |
| 6 | LIBERTY TRUCK CENTER INC ONVO 401K PLAN | SCRANTON PA | 574 | $7.4M | $85K |
| 7 | ALIGN COMMUNICATIONS, INC. ALIGN COMMUNICATIONS, INC. PROFIT SHARING PLAN & TRUST | NEW YORK NY | 173 | $23.8M | $81K |
| 8 | MCKINLEY CAPITAL MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN | ANCHORAGE AK | 91 | $24.8M | $63K |
| 9 | PRECISION TOOL, DIE AND MACHINE PRECISION TOOL, DIE AND MACHINE CO., RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 162 | $3.8M | $30K |
| 10 | HURRICANE CONSULTING, INC. HCI 401(K) PLAN | FAIRFAX VA | 281 | $6.7M | $20K |
