Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus KAR Mid-Cap Growth Fund; Class R6 in their Schedule of Assets, totaling $4.8M 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 | LUNDBECK LLC LUNDBECK LLC 401(K) PLAN | DEERFIELD IL | 1,004 | $281.7M | $1.9M |
| 2 | MID-HUDSON VALLEY FEDERAL CREDIT UNION MID-HUDSON VALLEY FEDERAL CREDIT UNION 401(K) PLAN | KINGSTON NY | 286 | $32.6M | $1.6M |
| 3 | HEALIX INFUSION THERAPY, LLC. HEALIX SAVINGS PLAN |
SUGAR LAND TX |
| 465 |
| $23.5M |
| $1.2M |
