Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Virtus NFJ Mid-Cap Value I Virtus 0 in their Schedule of Assets, totaling $993K 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 | MIDWAY STAR SALON SERVICES LLC STARS COMPANIES RETIREMENT PLAN | POMPANO BEACH FL | 181 | $16.0M | $348K |
| 2 | JACMEL JEWELRY, INC. JACMEL JEWELRY, INC SAVINGS & RETIREMENT PLAN | NEW YORK NY | 105 | $15.0M | $195K |
| 3 | CISCO-EAGLE, INC. CISCO-EAGLE, INC. 401(K) SAVINGS PLAN |
TULSA OK |
| 120 |
| $16.3M |
| $150K |
| 4 | SHELTER SYSTEMS LIMITED SHELTER SYSTEMS, LTD. 401(K) PLAN | WESTMINSTER MD | 109 | $15.1M | $144K |
| 5 | TOM O'BRIEN CO. O'BRIEN AUTOMOTIVE GROUP 401(K) PLAN | INDIANAPOLIS IN | 208 | $18.1M | $81K |
| 6 | KANSAS BIG BROTHERS BIG SISTERS, INC. 403(B) THRIFT PLAN FOR KANSAS BIG BROTHERS BIG SISTERS INC | WICHITA KS | 59 | $1.9M | $75K |