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 R6 Mutual fund in their Schedule of Assets, totaling $2.4M 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 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN | SALINA KS | 182 | $27.4M | $1.4M |
| 2 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $906K |
| 3 | EASTLAND FOOD CORPORATION |
JESSUP MD |
| 208 |
| $13.7M |
| $69K |
| 4 | NGM BIOPHARMACEUTICALS, INC. NGM BIOPHARMACEUTICALS 401(K) PLAN | SOUTH SAN FRANCISCO CA | 120 | $43.3M | $12K |