Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus NFJ Dividend Value Fund Institutional Class in their Schedule of Assets, totaling $690K 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 | SENTINEL REAL ESTATE CORPORATION SENTINEL REAL ESTATE 401(K) PLAN 401K SAVINGS PLAN | NEW YORK NY | 823 | $66.5M | $689K |
| 2 | DICK SMITH AUTOMOTIVE GROUP DICK SMITH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 243 | $28.5M | $1K |
