VIRTUS INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
540
Total plan assets
$135.0M
Filings (rows)
6
Direct comp
$0
Indirect comp
$7K
Aggregating 3 name variants under "VIRTUS INVESTMENT"
SERVICES PROVIDED
Other6
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| VIRTUS CRDX MC VI EQ FD R6 | 2 |
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PITCAIRN COMPANY PITCAIRN RETIREMENT PLAN | JENKINTOWN, PA | Other NONE | 19 | $36.1M | $0 |
| PENNSYLVANIA MEDICAL SOCIETY PENSION PLAN OF THE PENNSYLVANIA MEDICAL SOCIETY | MECHANICSBURG, PA | Other NONE | 16 | $31.9M | $0 |
| JERSEY SHORE STATE BANK JERSEY SHORE STATE BANK RETIREMENT PLAN | WILLIAMSPORT, PA | Other NONE | 23 | $25.5M | $0 |
| LEEWARD CONSTRUCTION, INC. LEEWARD CONSTRUCTION, INC. EMPLOYEES RETIREMENT PLAN | HONESDALE, PA | Other NONE | 177 | $18.7M | $0 |
| LEEWARD CONSTRUCTION, INC. LEEWARD CONSTRUCTION, INC. EMPLOYEES RETIREMENT PLAN | HONESDALE, PA | Other NONE | 168 | $16.4M | $0 |
| ROBERT DIETRICK CO., INC. ROBERT DIETRICK CO., INC. 401(K) PROFIT SHARING PLAN | FISHERS, IN | Other NONE | 137 | $6.5M | $0 |