Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding VIRTUS NFJ MID-CAP VALUE A in their Schedule of Assets, totaling $226K 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 | NU-WORLD CORPORATION NU-WORLD CORPORATION 401(K) PLAN | CARTERET NJ | 161 | $3.8M | $86K |
| 2 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN | CHICAGO IL | 142 | $4.1M | $60K |
| 3 | SBK CAPITAL, LLC SBK CAPITAL, LLC 401(K) PLAN | PALM SHORES |
| 1,667 |
| $11.8M |
| $21K |
| 4 | CHERRY HILL CONSTRUCTION, INC. CHERRY HILL CONSTRUCTION 401(K) PLAN | NORTH BRANFORD CT | 231 | $2.6M | $19K |
| 5 | COASTAL MANAGEMENT SOLUTIONS INC COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | VIRGINIA BEACH VA | 234 | $2.3M | $12K |
| 6 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN | HUNTINGTON STATION NY | 116 | $3.6M | $11K |
| 7 | SOFT LANDING INTERVENTIONS, LLC SOFT LANDING INTERVENTIONS, LLC 401(K) PLAN | NAPERVILLE IL | 132 | $3.8M | $9K |
| 8 | SEE, INC. SEE, INC. 401(K) PLAN | SOUTHFIELD MI | 166 | $2.6M | $9K |
