Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Zevenbergen Technology Fund Mutual Fund 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $125K |
| 2 | AMERICAN INTEGRATED SERVICES, INC. AMERICAN INTEGRATED SERVICES, INC. 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 436 | $30.8M | $42K |