Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding VIRTUS NFJ SC VALUE A in their Schedule of Assets, totaling $6.2M 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 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $594K |
| 2 | SAC, INC. SAC, INC. 401K PLAN | BEDFORD PA | 149 | $9.2M | $502K |
| 3 | HURRICANE ELECTRIC HURRICANE ELECTRIC 401K PLAN | FREMONT CA |
| 118 |
| $14.6M |
| $500K |
| 4 | CHUGH, LLP CHUGH, LLP 401K PLAN | CERRITOS CA | 203 | $17.1M | $464K |
| 5 | AMAWATERWAYS, LLC AMAWATERWAYS, LLC | CALABASAS CA | 241 | $22.8M | $464K |
| 6 | SARSTEDT, INC. SARSTEDT INC. RETIREMENT PLAN | NEWTON NC | 218 | $13.2M | $444K |
| 7 | DGN TECHNOLOGIES INC DGN TECHNOLOGIES INC 401K PLAN | FREMONT CA | 178 | $6.7M | $419K |
| 8 | BISCOMERICA CORPORATION BISCOMERICA 401(K) SAVINGS PLAN | RIALTO CA | 193 | $11.3M | $405K |
| 9 | GLOBAL ASSOCIATION OF RISK PROFE GLOBAL ASSOCIATION OF RISK PROFESSIONALS INC. 401(K) PLAN | JERSEY CITY NJ | 79 | $19.4M | $353K |
| 10 | PROTECH POWDER COATING, INC. PROTECH POWDER 401K PLAN | — | 208 | $9.8M | $291K |
