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 Virtus 0 in their Schedule of Assets, totaling $2.5M 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 | CONROY SIMBERG, P.A. CONROY SIMBERG 401(K) PLAN | HOLLYWOOD FL | 333 | $39.9M | $1.2M |
| 2 | TRADE FINANCE INTERNATIONAL, INC. TUFTCO CORPORATION 401(K) PLAN | CHATTANOOGA TN | 191 | $5.9M | $1.1M |
| 3 | TFO TECH COMPANY LTD. TFO TECH COMPANY LTD. SAVINGS INCENTIVE PLAN |
JEFFERSONVILLE OH |
| 131 |
| $10.2M |
| $140K |
| 4 | SCHNELLECKE LOGISTICS USA, LLC SCHNELLECKE LOGISTICS USA, LLC 401(K) PLAN | CHATTANOOGA TN | 1,932 | $7.5M | $63K |
