Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Kar Small Cap Growth Fund Mutual Fund NR in their Schedule of Assets, totaling $155K 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 | STRONGBRIDGE LLC STRONGBRIDGE LLC 401(K) PROFIT SHARING PLAN AND TRUST | STERLING VA | 106 | $11.9M | $118K |
| 2 | APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 156 | $10.1M | $30K |
| 3 | DIGITAL LNFUZION, LLC DIFZ 401(K) PLAN |
ROCKVILLE MD |
| 141 |
| $13.7M |
| $7K |