Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VIRTUS KAR SMALL-CAP VALUE A in their Schedule of Assets, totaling $220K 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 | TRANSEL ELEVATOR & ELECTRIC, INC TRANSEL ELEVATOR AND ELECTRIC, INC. 401(K)/PROFIT SHARING PLAN | LONG ISLAND CITY NY | 85 | $13.0M | $177K |
| 2 | CONSTELLATION SOFTWARE, INC. CONSTELLATION SOFTWARE INC. 401(K) PLAN | NEW YORK NY | 120 | $5.1M | $42K |
