Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus NFJ Mid Cap Val R6 Fd Mutual 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 | PIN OF GA, LLC DBA PHOENIX SYSTEMS PIN OF GA 401(K) PLAN | ALPHARETTA GA | 124 | $3.6M | $14K |
