Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus SGA Emerging Markets Equity I Virtus 0 in their Schedule of Assets, totaling $20K 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 | THEO CHOCOLATE, INC. THEO CHOCOLATE, INC. 401(K) P/S PLAN | LA PORTE IN | 24 | $2.7M | $11K |
| 2 | EXECUTIVE CABINETRY, LLC EXECUTIVE CABINETRY, LLC 401(K) P/S PLAN | SIMPSONVILLE SC | 422 | $5.4M | $7K |
| 3 | SUPERIOR DIE SET CORPORATION SUPERIOR DIE SET CORP. EMPLOYEES' 401(K) RETIREMENT PLAN |
BROOKFIELD WI |
| 5 |
| $7.6M |
| $2K |
