Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Virtus Duff & Phelps Real Estate Securities Fund R6 in their Schedule of Assets, totaling $167K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | Y-PRIME LLC Y-PRIME LLC 401(K) PROFIT SHARING PLAN | MALVERN PA | 281 | $32.2M | $89K |
| 2 | STEP2 DISCOVERY LLC STEP2 DISCOVERY LLC 401K PLAN | PITTSBURG KS | 220 | $11.6M | $79K |
