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 Mutual fund in their Schedule of Assets, totaling $1.6M 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 | MYCRONIC MYCRONIC 401(K) PLAN | TEWKSBURY MA | 146 | $40.9M | $423K |
| 2 | DIVERSICARE HEALTHCARE SERVICES, LLC DIVERSICARE HEALTHCARE SERVICES, LLC SAVINGS PLAN | BRENTWOOD TN | 6,151 | $34.9M | $406K |
| 3 | AGRARIA INSURANCE COMPANY NORTH DAKOTA FARMERS UNION EMPLOYEE SALARY SAVINGS PLAN |
JAMESTOWN ND |
| 124 |
| $14.0M |
| $327K |
| 4 | VERITEX COMMUNITY BANK VERITEX COMMUNITY BANK 401(K) PLAN | DALLAS TX | 869 | $84.0M | $302K |
| 5 | RS, LLC RS, LLC 401(K) PLAN | OVERLAND PARK KS | 207 | $11.4M | $139K |
| 6 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $15K |
