Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Vrts NFJ Md-Cp Val Fd - Inst Registered Investment Company in their Schedule of Assets, totaling $349K 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 | CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN | NORCROSS GA | 812 | $45.9M | $349K |
