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 Mutual fund in their Schedule of Assets, totaling $66K 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 | SSM GROUP, INC. SSM GROUP, INC. 401(K) PROFIT SHARING PLAN | READING PA | 74 | $14.0M | $52K |
| 2 | TRI-COUNTY MEMORIAL HOSPITAL, INC. TRI-COUNTY MEMORIAL HOSPITAL, INC. TAX DEFERRED SAVINGS PLAN | WHITEHALL WI | 240 | $11.2M | $13K |
