Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus NFJ Small-Cap Value Fund Registered Investment Company in their Schedule of Assets, totaling $423K 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 | QATALYST GROUP LP QATALYST GROUP LP 401(K) PLAN | SAN FRANCISCO CA | 82 | $55.4M | $423K |
