Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Virtus NFJ Mid-Cap Value Inst in their Schedule of Assets, totaling $1.1M 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 | MOTHER PARKERS TEA & COFFEE USA MOTHER PARKERS TEA & COFFEE USA, LTD 401(K) PLAN | FORT WORTH TX | 148 | $18.2M | $536K |
| 2 | JAMES J. ANDERSON CONSTRUCTION JAMES J. ANDERSON CONSTRUCTION CO., INC. 401(K) PS PLAN | PHILADELPHIA PA | 91 | $27.9M | $196K |
| 3 | SK LUBRICANTS AMERICAS, INC. |
HOUSTON TX |
| 86 |
| $7.5M |
| $118K |
| 4 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN | LAS VEGAS NV | 749 | $16.0M | $87K |
| 5 | FAMILYAID BOSTON INC. FAMILYAID BOSTON 403B RETIREMENT PLAN | BOSTON MA | 125 | $4.0M | $63K |
| 6 | CAMBRIDGE-LEE INDUSTRIES LLC CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN | READING PA | 186 | $30.3M | $47K |
| 7 | PCI INDUSTRIES LLC PCI INDUSTRIES LLC 401K PLAN | FORT WORTH TX | 315 | $22.6M | $23K |
| 8 | MINDBANK CONSULTING GROUP, L.L.C. MINDBANK CONSULTING GROUP, L.L.C. 401(K) PROFIT SHARING PLAN | VIENNA VA | 48 | $7.5M | $10K |
| 9 | AMIDA CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR AMIDA CARE, INC. | NEW YORK NY | 180 | $18.1M | $3K |
