Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Virtus Virtus Ceredex Mid-Cap Value Equity Fund in their Schedule of Assets, totaling $799K 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 | EXAMWORKS, LLC EXAMWORKS 401(K) PLAN | ATLANTA GA | 2,766 | $89.9M | $393K |
| 2 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $200K |
| 3 | USCA MANAGEMENT LLC USCA MANAGEMENT LLC 401(K) PLAN | HOUSTON TX |
| 130 |
| $19.4M |
| $139K |
| 4 | NORTHERN MANUFACTURING CO., INC. NORTHERN MANUFACTURING CO., INC. PROFIT SHARING PLAN | OAK HARBOR OH | 156 | $11.0M | $54K |
| 5 | VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN | SIMPSONVILLE KY | 36 | $2.7M | $10K |
| 6 | NORTHERN LOGISTICS, INC. NORTHERN LOGISTICS, INC. 401(K) PLAN | CLARE MI | 321 | $4.8M | $3K |
