Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Virtus KAR Vitrus KAR Small-Cap Growth Fund Class I in their Schedule of Assets, totaling $827K 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 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION 403(B) SAVINGS PLAN | BALTIMORE MD | 200 | $51.0M | $827K |
