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 Mutual Fund in their Schedule of Assets, totaling $336K 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 | SUPER CENTER CONCEPTS, INC. D/B/A SUPERIOR SUPER W SUPER CENTER CONCEPTS, INC. 401(K) PLAN | SANTA FE SPRINGS CA | 6,788 | $39.0M | $181K |
| 2 | BYLADA FOODS, LLC BYLADA FOODS LLC 401(K) PROFIT SHARING PLAN | MOONACHIE NJ | 141 | $5.6M | $52K |
| 3 | FORMAGRID INC DBA AIRTABLE AIRTABLE 401(K) PLAN |
SAN FRANCISCO CA |
| 582 |
| $72.2M |
| $40K |
| 4 | PILLINGER MILLER TARALLO LLP PILLINGER MILLER TARALLO LLP 401(K) PROFIT SHARING PLAN AND TRUST | ELMSFORD NY | 178 | $11.7M | $34K |
| 5 | GAVIN DE BECKER & ASSOCIATES, L.P GAVIN DE BECKER & ASSOCIATES, L.P 401(K) PLAN | SAN ANTONIO TX | 622 | $35.3M | $30K |