Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Real Estate Securities Fund; Class I in their Schedule of Assets, totaling $2.4M 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 | LI-COR, INC. LI-COR, INC. 401(K) & PROFIT SHARING PLAN | LINCOLN NE | 464 | $71.9M | $1.3M |
| 2 | BARON & BUDD, A PROFESSIONAL CORPORATION BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN | DALLAS TX | 183 | $55.2M | $965K |
| 3 | LICKING MEMORIAL HEALTH SYSTEMS |
NEWARK OH |
| 2,475 |
| $159.8M |
| $126K |
