Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Nfj Mid-Cap Value Inst Mutual fund in their Schedule of Assets, totaling $874K 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 | DWAYNE NASH INDUSTRIES, INC. KODIAK ROOFING & WATERPROOFING CO. 401(K) PLAN | ROSEVILLE CA | 202 | $11.9M | $311K |
| 2 | THE LEADING HOTELS OF THE WORLD, LTD. THE LEADING HOTELS OF THE WORLD, LTD. 401(K) PLAN | NEW YORK NY | 93 | $25.9M | $296K |
| 3 | KELLER SUPPLY COMPANY |
SEATTLE WA |
| 1,132 |
| $67.6M |
| $267K |
