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 in their Schedule of Assets, totaling $185K 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 | IXONIA BANK IXONIA BANK 401(K) SAVINGS PLAN | IXONIA WI | 587 | $14.8M | $177K |
| 2 | PIE INSURANCE SERVICES, INC. PIE INSURANCE 401(K) PLAN | WASHINGTON DC | 346 | $27.6M | $8K |