Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VRTS NFJ MC VAL IS Registered Investment Company in their Schedule of Assets, totaling $38K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARAMETRIC SOLUTIONS INC. PARAMETRIC SOLUTIONS INC. 401(K) PROFIT SHARING PLAN AND TRUST | JUPITER FL | 136 | $27.3M | $38K |
