Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Virtus VRTS DP REAL EST R6 in their Schedule of Assets, totaling $890K 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 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN | NEW YORK NY | 773 | $138.3M | $767K |
| 2 | PLANNED PARENTHOOD OF GREATER TEXAS PPFA RETIREMENT PLAN | DALLAS TX | 198 | $20.4M | $57K |
| 3 | COASTHILLS FEDERAL CREDIT UNION COASTHILLS CREDIT UNION 401(K) AND PROFIT SHARING PLAN |
SANTA MARIA CA |
| 299 |
| $26.2M |
| $44K |
| 4 | PLANNED PARENTHOOD GULF COAST PPFA RETIREMENT PLAN | HOUSTON TX | 243 | $17.9M | $20K |
| 5 | PLANNED PARENTHOOD PASADENA AND SAN GABRIEL VALLEY, INC. PPFA RETIREMENT PLAN | ALTADENA CA | 111 | $9.3M | $1K |