Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus NFJ MC Value Fund - in their Schedule of Assets, totaling $14K 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 | JOHN S. CONNOR, INC. JOHN S. CONNOR, INC. 401(K) PROFIT SHARING PLAN | GLEN BURNIE MD | 120 | $8.0M | $14K |
