Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus KAR Mid-Cap Core I - in their Schedule of Assets, totaling $1.1M 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 | DYNATRACE LLC DYNATRACE INC 401(K) PLAN | WALTHAM MA | 1,610 | $252.1M | $1.1M |
| 2 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $57K |
