Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus NFJ Mid-Cap Value Instl in their Schedule of Assets, totaling $297K 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 | THE SCHENCK SCHOOL, INC. THE SCHENCK SCHOOL RETIREMENT PLAN | ATLANTA GA | 102 | $18.6M | $194K |
| 2 | THE ALFRED & ADELE DAVIS ACADEMY THE ALFRED & ADELE DAVIS ACADEMY, INC. DC PLAN | ATLANTA GA | 95 | $18.9M | $104K |
