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 Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | CALLISONS, INC. CALLISONS, INC. EMPLOYEE INCENTIVE SAVINGS PLAN | LACEY WA | 118 | $31.2M | $979K |
| 2 | FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN FORT WORTH TRANSPORTATION AUTHORITY RETIREMENT PLAN | FORT WORTH TX | 492 | $28.8M | $30K |
