Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Virtus Kar Small-Cap Growth R6 Mutual fund in their Schedule of Assets, totaling $3.9M 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 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $2.4M |
| 2 | BRIXEY & MEYER, INC. BRIXEY & MEYER, INC. 401(K) PROFIT SHARING PLAN | MIAMISBURG OH | 117 | $16.9M | $313K |
| 3 | FARMERS EDUCATIONAL & COOP UNION OF AMERICA NORTH DAKOTA DIVISION NORTH DAKOTA FARMERS UNION PENSION PLAN |
JAMESTOWN ND |
| 49 |
| $12.9M |
| $305K |
| 4 | FARMERS UNION HOLDING COMPANY AGRARIA INSURANCE COMPANY PENSION PLAN | JAMESTOWN ND | 48 | $10.2M | $230K |
| 5 | AGRARIA INSURANCE COMPANY AGRARIA INSURANCE COMPANY PENSION PLAN | JAMESTOWN ND | 60 | $8.7M | $224K |
| 6 | RESORTS WORLD LAS VEGAS, LLC GENTING USA 401(K) PLAN | JAMAICA NY | 6,397 | $123.7M | $206K |
| 7 | NEUDESIC, LLC NEUDESIC, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 612 | $54.0M | $170K |
| 8 | DUTCH OPHTHALMIC USA, INC. DUTCH OPHTHALMIC USA, INC./MICROVISION, INC. 401(K) PLAN | EXETER NH | 92 | $6.7M | $34K |
| 9 | MIDTEX OIL, LP MIDTEX OIL, LP 401(K) PROFIT SHARING PLAN | NEW BRAUNFELS TX | 498 | $6.2M | $12K |
| 10 | LAHLOUH, INC. LAHLOUH, INC. 401(K) SAVINGS PLAN | BURLINGAME CA | 199 | $14.1M | $6K |
