Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VRTS C MDCP VL EQ R6 in their Schedule of Assets, totaling $969K 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 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $727K |
| 2 | SUN CAPITAL ADVISORS, LP SUN CAPITAL ADVISORS, LP 401(K) PLAN | BOCA RATON FL | 64 | $17.8M | $161K |
| 3 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN |
BOSTON MA |
| 134 |
| $61.7M |
| $81K |
