Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Real Estate Fund Interest in registered investment companies xx in their Schedule of Assets, totaling $647K 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 | AMERICAN PUBLIC EDUCATION INC. AMERICAN PUBLIC EDUCATION RETIREMENT PLAN | CHARLES TOWN WV | 5,899 | $303.2M | $647K |
