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 Growth R6 Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. 401(K) PLAN | PHOENIX AZ | 5,701 | $181.8M | $1.8M |
| 2 | MIDSTATES BANK, NATIONAL ASSOCIATION MIDSTATES BANK, NATIONAL ASSOCIATION 401(K) PLAN | HARLAN IA | 98 | $15.6M | $566K |
| 3 | MIDSTATES BANCSHARES, INC. MIDSTATES BANCSHARES, INC. 401(K) PLAN |
HARLAN IA |
| 111 |
| $12.5M |
| $455K |
| 4 | FIRST ATLANTIC CORPORATION FIRST ATLANTIC CORPORATION 401(K) PLAN | SOUTH PORTLAND ME | 1,026 | $11.8M | $219K |
| 5 | MAINE EYE CENTER, P.A. MAINE EYE CENTER, P.A. PROFIT SHARING PLAN | PORTLAND ME | 165 | $26.7M | $7K |
