Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Virtus NFJ Mid-Cap Value R6 Fund in their Schedule of Assets, totaling $2.1M 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 | ELEMENTIS GLOBAL LLC ELEMENTIS GLOBAL RETIREMENT SAVINGS PLAN | EAST WINDSOR NJ | 218 | $89.5M | $2.1M |
| 2 | HISPANIC FOODS, INC. FIESTA FOODS 401(K) PLAN | PASCO WA | 212 | $2.5M | $62K |
| 3 | ELEMENTIS GLOBAL LLC ELEMENTIS WORLDWIDE HOURLY RETIREMENT SAVINGS PLAN |
EAST WINDSOR NJ |
| 86 |
| $8.7M |
| $28K |
| 4 | R & R EXPRESS HOLDCO, INC R AND R EXPRESS INC 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 496 | $8.0M | $5K |