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 Small-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $1.3M 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 | KEYSTONE AGENCY PARTNERS LLC KEYSTONE AGENCY PARTNERS 401(K) PLAN | HARRISBURG PA | 1,757 | $88.5M | $1.3M |
