Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Virtus KAR Small-Cap Growth Fund Class I in their Schedule of Assets, totaling $2.5M 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 | ENERIC PETROLEUM CORPORATION CAMBRIDGE INVESTMENT GROUP RETIREMENT PLAN | FAIRFIELD IA | 924 | $81.7M | $1.2M |
| 2 | THE MD GROUP LLC THE MD GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | RIO WI | 474 | $22.8M | $779K |
| 3 | USFALCON, INC. USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST |
CARY NC |
| 242 |
| $33.2M |
| $486K |
| 4 | NEXTDECADE LNG, LLC NEXTDECADE 401(K) RETIREMENT PLAN | HOUSTON TX | 233 | $15.0M | $60K |
