Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Virtus Kar Small-Cap Growth Fund in their Schedule of Assets, totaling $5.6M 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 | VACO HOLDINGS, LLC VACO 401(K) PLAN | BRENTWOOD TN | 6,031 | $220.3M | $2.9M |
| 2 | PROTO LABS, INC. PROTOLABS, INC. 401(K) PLAN | MAPLE PLAIN MN | 1,613 | $110.0M | $1.3M |
| 3 | METAL ONE AMERICA, INC. METAL ONE AMERICA, INC. AND NIFAST CORPORATION 401(K) PLAN |
ROSEMONT IL |
| 144 |
| $24.6M |
| $418K |
| 4 | OWEN ELECTRIC COOPERATIVE, INC. OWEN ELECTRIC COOPERATIVE EMPLOYEE SAVINGS AND PROTECTION PLAN | OWENTON KY | 122 | $36.3M | $412K |
| 5 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $385K |
| 6 | WASTE HARMONICS LLC WASTE HARMONICS LLC 401(K) PROFIT SHARING PLAN & TRUST | VICTOR NY | 159 | $4.3M | $152K |
| 7 | SHERRILL, INC. SHERRILL, INC. 401(K) PROFIT SHARING PLAN & TRUST | GREENSBORO NC | 206 | $12.2M | $26K |
| 8 | HEADLANDS TECH ORGANIZATION, LLC HEADLANDS TECH ORGANIZATION, LLC | CHICAGO IL | 115 | $25.7M | $6K |
