Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus Investment Partners Virtus KAR Mid-Cap Growth Fund Class I in their Schedule of Assets, totaling $306K 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 | SUN AUTOMATION INC. SUN AUTOMATION INC. 401(K) PLAN | GLEN ARM MD | 138 | $16.2M | $306K |
