Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Virtus Nfj Mid-Cap Value Instl in their Schedule of Assets, totaling $318K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN | GREEN BAY WI | 1,556 | $15.9M | $233K |
| 2 | URBANE CAFE OPERATIONS, LLC URBANE CAFE OPERATIONS, LLC 401(K) PLAN | VENTURA CA | 451 | $3.3M | $64K |
| 3 | CARITHERS-WALLACE-COURTENAY, LLC CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN |
ATLANTA GA |
| 103 |
| $12.8M |
| $21K |
