Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus KAR MdCp Growth R6 Fd in their Schedule of Assets, totaling $1.6M 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 | ENVIRONMENTAL RESTORATION L.L.C. ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | ST. LOUIS MO | 333 | $26.1M | $1.3M |
| 2 | GERTRUDE HAWK BRANDS, INC. GERTRUDE HAWK CHOCOLATES 401(K) PLAN | DUNMORE PA | 420 | $23.9M | $233K |
| 3 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $72K |