Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Virtus Duff Phelps Real Estate Sec R6 in their Schedule of Assets, totaling $3.3M 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 | SALEM MEDIA GROUP, INC. SALEM MEDIA GROUP, INC. EMPLOYEES 401(K) PLAN | CAMARILLO CA | 1,260 | $127.9M | $1.8M |
| 2 | MORRISON COHEN LLP MORRISON COHEN RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 186 | $126.8M | $1.6M |
| 3 | MURROW'S TRANSFER, INC. MURROW'S TRANSFER, INC. PROFIT SHARING & 401(K) PLAN |
HIGH POINT NC |
| 153 |
| $2.9M |
| $15K |
