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 I in their Schedule of Assets, totaling $12.6M 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 | BENCHMARK ELECTRONICS, INC. BENCHMARK ELECTRONICS, INC. 401K EMPLOYEE SAVINGS PLAN | TEMPE AZ | 2,801 | $378.9M | $12.6M |