Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Virtus KAR Small-Cap Growth A in their Schedule of Assets, totaling $2.0M 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 | TEXTILE RUBBER & CHEMICAL CO., INC. TEXTILE RUBBER & CHEMICAL CO., INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | DALTON GA | 356 | $45.9M | $721K |
| 2 | JDS INDUSTRIES, INC. JDS INDUSTRIES, INC. 401(K) PLAN | SIOUX FALLS SD | 290 | $12.1M | $634K |
| 3 | UNILAND DEVELOPMENT CORPORATION |
AMHERST NY |
| 106 |
| $23.3M |
| $496K |
| 4 | HEYL TRUCK LINES INC. HEYL COMPANIES 401(K) PLAN | AKRON IA | 553 | $10.7M | $78K |
| 5 | FLORIDA EYE CLINIC, P.A. FLORIDA EYE CLINIC 401(K) PLAN | ALTAMONTE SPRINGS FL | 223 | $10.7M | $67K |
| 6 | SEE ROCK CITY, INC. SEE ROCK CITY, INC. 401(K) PROFIT SHARING THRIFT PLAN | LOOKOUT MOUNTAIN GA | 188 | $6.8M | $20K |
| 7 | OEC FREIGHT NEW YORK INC. OEC FREIGHT NEW YORK INC. 401(K) PROFIT SHARING PLAN & TRUST | ROSEDALE NY | 323 | $26.9M | $1K |