Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Equity Trust Virtus KAR Small-Cap Core Fund Class R6 in their Schedule of Assets, totaling $2.5M 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 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 328 | $96.7M | $1.4M |
| 2 | CARDIOVASCULAR PROVIDER RESOURCES CARDIOVASCULAR PROVIDER RESOURCES 401(K) SAVINGS PLAN | DALLAS TX | 297 | $82.7M | $1.0M |
