Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Real Estate Fund in their Schedule of Assets, totaling $572K 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 | DAVID VOLKERT & ASSOCIATES, INC. DAVID VOLKERT & ASSOCIATES, INC. 401(K) RETIREMENT SAVINGS PLAN | MOBILE AL | 1,715 | $105.9M | $542K |
| 2 | AGC ELECTRONICS AMERICA A DIVISION OF AGC FLATGLAS AGC ELECTRONICS AMERICA 401(K) PLAN | HILLSBORO OR | 160 | $21.7M | $30K |
