Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Virtus KAR Small-Cap Growth R6 Virtus 0 in their Schedule of Assets, totaling $3.4M 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 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN | MADISON WI | 95 | $13.3M | $801K |
| 2 | GRIFFIN FORD, INC. GRIFFIN FORD, INC. 401(K) PLAN | WAUKESHA WI | 277 | $18.0M | $548K |
| 3 | COVENANT HEALTHCARE, LLC |
EAU CLAIRE WI |
| 1,227 |
| $12.9M |
| $505K |
| 4 | INDIAN COMMUNITY SCHOOL, INC. INDIAN COMMUNITY SCHOOL, INC. 401(K) PLAN | FRANKLIN WI | 107 | $16.8M | $464K |
| 5 | RHD PLUMBING, INC. RHD PLUMBING, INC. SAFE HARBOR 401(K) PLAN | WINDSOR WI | 93 | $5.5M | $420K |
| 6 | ARROW SENIOR LIVING MANAGEMENT, LLC ARROW SENIOR LIVING MANAGEMENT, LLC 401K PLAN | ST CHARLES MO | 2,206 | $9.2M | $271K |
| 7 | CAROLINA FAMILY HEALTH CENTERS, INC. CAROLINA FAMILY HEALTH CENTERS, INC PLAN | WILSON NC | 265 | $13.8M | $235K |
| 8 | OPTIONS IN COMMUNITY LIVING, INC. OPTIONS IN COMMUNITY LIVING 401(K) PLAN | MADISON WI | 232 | $3.5M | $110K |
| 9 | BOTTCHER AMERICA CORPORATION BOTTCHER AMERICA CORPORATION 401(K) PLAN | BELCAMP MD | 163 | $15.3M | $26K |
| 10 | PROFESSIONAL ANALYSIS, INC. PROFESSIONAL ANALYSIS, INC. 401(K) PLAN | ALEXANDRIA VA | 193 | $4.1M | $24K |
