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 R6 in their Schedule of Assets, totaling $3.6M 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 | INSIGHT INVESTMENTS CORP. INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 285 | $46.9M | $1.8M |
| 2 | INSIGHT INVESTMENTS, LLC INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 288 | $40.5M | $1.6M |
| 3 | NATIONAL RENAL CARE, LLC |
LONG BEACH CA |
| 248 |
| $10.4M |
| $125K |
| 4 | B-K TOOL & DESIGN, INC. B-K TOOL & DESIGN, INC. 401(K) PLAN | KALIDA OH | 125 | $11.4M | $22K |
| 5 | SNELL MOTOR COMPANY, INC. SNELL MOTOR COMPANY 401(K) PLAN | DALLAS TX | 362 | $11.7M | $15K |
