Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Virtus Ceredex Mid-Cap Value Equity R6 in their Schedule of Assets, totaling $1.7M 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 | FRITZ INDUSTRIES, INC. FRITZ INDUSTRIES, INC. 401(K) RETIREMENT PLAN | MESQUITE TX | 130 | $23.6M | $799K |
| 2 | BECKHOFF AUTOMATION, LLC BECKHOFF AUTOMATION 401(K) PLAN | SAVAGE MN | 268 | $43.3M | $757K |
| 3 | BORRELL ELECTRIC CO., INC. BORRELL ELECTRIC CO., INC. 401(K) PLAN |
TAMPA FL |
| 156 |
| $12.6M |
| $164K |
