Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Virtus Kar Small Cap Growth Fund I in their Schedule of Assets, totaling $339K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUALITY EQUIPMENT, LLC QUALITY EQUIPMENT, LLC 401(K) PLAN | FUQUAY-VARINA NC | 645 | $39.4M | $176K |
| 2 | DIVERZIFY INTERMEDIATE LLC DIVERZIFY INVESTMENT PLAN | ITASCA IL | 793 | $23.0M | $93K |
| 3 | AGRI-COVER, INC. AGRI-COVER, INC. 401(K) PLAN |
| 168 |
| $15.4M |
| $28K |
| 4 | L. J. ASSOCIATES, INC. L.J. ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | LATROBE PA | 76 | $17.8M | $22K |
| 5 | COAL AND ENVIRONMENTAL SERVICES INC 401K PROFIT SHARING PLAN COAL AND ENVIRONMENTAL SERVICES, INC 401K PS PLAN | SOMERSET PA | 123 | $7.6M | $15K |
| 6 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $4K |
