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 R6 in their Schedule of Assets, totaling $878K 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 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $804K |
| 2 | CWPM, LLC CWPM, LLC 401(K) PROFIT SHARING PLAN | PLAINVILLE CT | 342 | $22.3M | $57K |
| 3 | US SALT, LLC US SALT, LLC 401(K) PLAN | WATKINS GLEN |
| 212 |
| $16.2M |
| $16K |
