Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Virtus NFJ Mid-Cap Value Fund in their Schedule of Assets, totaling $2.3M 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 | LIFEWORKS (US) LTD. LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN | ATLANTA GA | 1,154 | $98.9M | $1.3M |
| 2 | MORRISON INDUSTRIES, INC. MORRISON INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 605 | $35.6M | $580K |
| 3 | EMKAY INC. EMKAY INC. VOLUNTARY SAVINGS PLAN |
ITASCA IL |
| 172 |
| $21.5M |
| $231K |
| 4 | CONSTELLIUM AUTOMOTIVE USA, LLC CONSTELLIUM AUTOMOTIVE USA 401(K) RETIREMENT PLAN | VAN BUREN MI | 624 | $23.7M | $121K |
| 5 | INSIGHT INVESTMENTS, LLC INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 288 | $40.5M | $40K |
