Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Virtus Kar Small Cap Core Fund in their Schedule of Assets, totaling $1.9M 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 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $1.4M |
| 2 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $353K |
| 3 | BOARD OF TRUSTEES OF TEAMSTERS LOCAL 727 TEAMSTERS LOCAL 727 TRADE SHOW 401(K) PLAN |
PARK RIDGE IL |
| 1,115 |
| $20.0M |
| $174K |
| 4 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $15K |
| 5 | THE GUARDIAN FOUNDATION, INC. THE GUARDIAN FOUNDATION, INC. RETIREMENT PLAN | OOLTEWAH TN | 1,642 | $33.0M | $11K |
