Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Virtus KAR Mid-Cap Core I Virtus 0 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN | MADISON WI | 95 | $13.3M | $698K |
| 2 | RHD PLUMBING, INC. RHD PLUMBING, INC. SAFE HARBOR 401(K) PLAN | WINDSOR WI | 93 | $5.5M | $289K |
| 3 | COVENANT HEALTHCARE, LLC |
EAU CLAIRE WI |
| 1,227 |
| $12.9M |
| $272K |
| 4 | GRIFFIN FORD, INC. GRIFFIN FORD, INC. 401(K) PLAN | WAUKESHA WI | 277 | $18.0M | $245K |
| 5 | OPTIONS IN COMMUNITY LIVING, INC. OPTIONS IN COMMUNITY LIVING 401(K) PLAN | MADISON WI | 232 | $3.5M | $80K |
