Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Virtus Kar Mid Cap Growth in their Schedule of Assets, totaling $5.6M 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 | EMERGENCY CARE CONSULTANTS, P.A. THE EMERGENCY CARE CONSULTANTS RETIREMENT PLAN AND TRUST | MINNEAPOLIS MN | 301 | $110.3M | $4.8M |
| 2 | MARSH PUERTO RICO, INC. MARSH PUERTO RICO, INC. SALARY SAVINGS PLAN | GUAYNABO PR | 72 | $16.8M | $627K |
| 3 | CONCILIO DE SALUD INTEGRL DE LOIZA, INC. |
LOIZA PR |
| 154 |
| $4.1M |
| $74K |
| 4 | ROLAND PARK COUNTRY SCHOOL, INC. ROLAND PARK COUNTRY SCHOOL RETIREMENT PLAN | BALTIMORE MD | 235 | $47.6M | $34K |