Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VIRTUS SILVANT FOCUSED GR R6 in their Schedule of Assets, totaling $4.7M 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 | FALCONWOOD, INC. FALCONWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 300 | $41.0M | $3.8M |
| 2 | HARMONY HEALTHCARE LONG ISLAND HARMONY HEALTHCARE LONG ISLAND 401(K) PROFIT SHARING PLAN AND T | GARDEN CITY NY | 330 | $16.3M | $544K |
| 3 | YALE APPLIANCE |
NORTON MA |
| 197 |
| $22.5M |
| $251K |
| 4 | PHOENIX MANAGEMENT SOLUTIONS, LL PHOENIX MANAGEMENT SOLUTIONS, LLC 401K PROFIT SHARING PLAN & T | SAN ANTONIO TX | 199 | $12.6M | $165K |