Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Virtus Virtus NFJ Mid-Cap Value in their Schedule of Assets, totaling $1.8M 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 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $1.3M |
| 2 | EDUCATIONAL MEDIA FOUNDATION EDUCATIONAL MEDIA FOUNDATION 401(K) PLAN | ROCKLIN CA | 505 | $47.9M | $314K |
| 3 | OLIVER TECHNOLOGIES, INC. OLIVER TECHNOLOGIES, INC. 401K PLAN | HOHENWALD TN | 249 | $10.3M | $122K |
| 4 | GOLD COUNTRY CASINO GOLD COUNTRY CASINO 401(K) PLAN | OROVILLE CA | 230 | $4.4M | $9K |
