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 I Virtus 0 in their Schedule of Assets, totaling $1.4M 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 | TFP CORPORATION TFP CORPORATION 401(K) RETIREMENT PLAN | MEDINA OH | 164 | $19.8M | $436K |
| 2 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $321K |
| 3 | SIGNET MARITIME CORPORATION SIGNET MARITIME CORPORATION 401(K) P/S PLAN |
HOUSTON TX |
| 279 |
| $20.8M |
| $264K |
| 4 | 3FORM LLC 3FORM 401(K) PLAN | SALT LAKE CITY UT | 367 | $33.3M | $249K |
| 5 | SIDOCK GROUP, INC. SIDOCK GROUP INC. 401(K) | NOVI MI | 133 | $15.1M | $93K |
| 6 | COMMUNITY ELDERCARE SERVICES, LLC COMMUNITY ELDERCARE SERVICES LLC 401(K) PLAN | TUPELO MS | 1,708 | $2.6M | $3K |
