Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding VIRTUS NFJ SC VALUE A in their Schedule of Assets, totaling $7.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHIPCO TRANSPORT INC SHIPCO TRANSPORT INC'S 401(K) PLAN | HOBOKEN NJ | 496 | $39.2M | $1.4M |
| 2 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $594K |
| 3 | SAC, INC. SAC, INC. 401K PLAN | BEDFORD PA |
| 149 |
| $9.2M |
| $502K |
| 4 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA | 118 | $14.6M | $500K |
| 5 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $464K |
| 6 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $464K |
| 7 | SARSTEDT, INC. SARSTEDT INC. RETIREMENT PLAN | NEWTON NC | 218 | $13.2M | $444K |
| 8 | DGN TECHNOLOGIES INC DGN TECHNOLOGIES INC 401K PLAN | FREMONT CA | 178 | $6.7M | $419K |
| 9 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $405K |
| 10 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $353K |
