Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Opportunities Virtus Duff & Phelps Water A in their Schedule of Assets, totaling $152K 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 | ATLANTIC HEALTH SYSTEM INC. ATLANTIC HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORRISTOWN NJ | 22,873 | $1.3B | $152K |
