Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VIRTUS NFJ SC VALUE INST in their Schedule of Assets, totaling $419K 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 | INNOVATION INDUSTRIES, INC. INNOVATION INDUSTRIES, INC. 401(K) PLAN AND TRUST | RUSSELLVILLE AR | 272 | $29.0M | $263K |
| 2 | METROPOLITAN GOLF GROUP, LLC METROPOLITAN GOLF GROUP, LLC 401(K) PS PLAN AND TRUST | MONROE TWP NJ | 222 | $3.0M | $157K |
