Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus NFJ Dividend Value A in their Schedule of Assets, totaling $222K 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 | UNITED INDIAN HEALTH SERVICES UNITED INDIAN HEALTH SERVICES 403(B) PLAN | ARCATA CA | 233 | $11.6M | $117K |
| 2 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $81K |
| 3 | AVIATION INFLATABLES, LLC AVIATION INFLATABLES, LLC |
SUNRISE FL |
| 86 |
| $1.2M |
| $24K |
