Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus NFJ MidCap Val R6 Fd in their Schedule of Assets, totaling $908K 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 | ACOPIA, LLC ACOPIA 401(K) PLAN | GOODLETTSVILLE TN | 124 | $15.5M | $908K |
| 2 | SCHUBER MITCHELL HOMES PBC, INC. SCHUBER MITCHELL HOMES RETIREMENT SAVINGS PLAN | JOPLIN MO | 239 | $105.6M | $319 |
