Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Virtus Nfj Mid-Cap Value A Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | DAVID LERNER ASSOCIATES, INC. DAVID LERNER ASSOCIATES, INC. 401K PLAN | SYOSSET NY | 163 | $59.1M | $1.5M |
| 2 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $164K |
| 3 | RELIABLE MANAGEMENT SOLUTIONS RELIABLE MANAGEMENT SOLUTIONS 401K PLAN |
RENO NV |
| 454 |
| $4.7M |
| $67K |
| 4 | MOTORS MANAGEMENT CORPORATION MOTORS MANAGEMENT CORPORATION 401(K) PLAN | AVENEL NJ | 275 | $14.9M | $50K |
