Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Virtus Kar Small-Cap Growth I in their Schedule of Assets, totaling $11.8M 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 | EXCEL ENGINEERING, INC. EXCEL ENGINEERING, INC. 401(K) RETIREMENT SAVINGS PLAN | FOND DU LAC WI | 327 | $80.5M | $4.8M |
| 2 | NORTHWEST BANK NORTHWEST BANK PENSION PLAN | WARREN PA | 992 | $219.6M | $2.1M |
| 3 | BOARD OF TRUSTEES OF THE MDA HEALTH PLAN MDA HEALTH PLAN |
OKEMOS MI |
| 1,915 |
| $27.6M |
| $1.1M |
| 4 | UROLOGY CLINICS OF NORTH TEXAS, PLLC UROLOGY CLINICS OF NORTH TEXAS, PLLC 401(K) PROFIT SHARING PLAN | DALLAS TX | 358 | $71.5M | $807K |
| 5 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $804K |
| 6 | XEC, LLC XEC, LLC 401K PLAN | ORLANDO FL | 358 | $11.5M | $481K |
| 7 | CRAFTMARK BAKERY, LLC CRAFTMARK BAKERY, LLC 401(K) | INDIANAPOLIS IN | 292 | $8.4M | $361K |
| 8 | KAAPA ETHANOL HOLDINGS, L.L.C. KAAPA ETHANOL HOLDINGS, L.L.C. 401(K) & PROFIT SHARING PLAN | KEARNEY NE | 100 | $11.3M | $335K |
| 9 | PLEXUS SCIENTIFIC CORPORATION PLEXUS SCIENTIFIC CORPORATION RETIREMENT SAVINGS PLAN | ALEXANDRIA VA | 76 | $10.3M | $284K |
| 10 | CHATEAU RESTAURANT OF WALTHAM, INC THE CHATEAU RESTAURANT GROUP 401(K) PLAN | WALTHAM MA | 360 | $13.9M | $228K |
