Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Virtus in their Schedule of Assets, totaling $3.9M 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 | DIVERSIFIED TRUST COMPANY, INC. DIVERSIFIED TRUST COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MEMPHIS TN | 112 | $44.6M | $1.4M |
| 2 | FULLER THEOLOGICAL SEMINARY FULLER THEOLOGICAL SEMINARY RETIREMENT PLAN | PASADENA CA | 946 | $91.3M | $1.2M |
| 3 | AMERICAN EAGLE FINANCIAL CREDIT UNION INCORPORATED |
EAST HARTFORD CT |
| 354 |
| $66.8M |
| $618K |
| 4 | POWER FINANCIAL CREDIT UNION POWER FINANCIAL CREDIT UNION 401(K) PLAN | PEMBROKE PINES FL | 148 | $17.8M | $480K |
| 5 | NMCGR FOUNDATION NMCGRF/VH 401(K) PLAN | MCLEAN VA | 302 | $10.1M | $57K |
| 6 | MENDES & MOUNT, LLP MENDES & MOUNT, LLP RETIREMENT PLAN | NEW YORK NY | 138 | $79.9M | $54K |
| 7 | VOXAI SOLUTIONS, INC. VOXAI SOLUTIONS, INC. 401(K) AND PROFIT SHARING PLAN | COPPELL TX | 108 | $11.3M | $48K |
| 8 | NATIONAL ASSOCIATION OF COUNTIES NACO 401(K) PLAN | WASHINGTON DC | 94 | $23.2M | $44K |
| 9 | SUPERIOR WASHER & GASKET CORP. SUPERIOR WASHER & GASKET CORP. 401(K) PLAN | HAUPPAUGE NY | 79 | $7.6M | $38K |
| 10 | NEWFORMA, INC. NEWFORMA, INC. 401(K) PLAN | MANCHESTER NH | 107 | $12.7M | $8K |
