Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus KAR International Small-Mid Cap Fund Class R6 - in their Schedule of Assets, totaling $514K 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 | CUSTOM ALUMINUM PRODUCTS, INC. CUSTOM ALUMINUM PRODUCTS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SOUTH ELGIN IL | 373 | $14.1M | $430K |
| 2 | AKERMAN LLP AKERMAN LLP 401(K) PROFIT SHARING PLAN | ORLANDO FL | 1,368 | $452.3M | $84K |