Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Virtus Small Cap Sustainable Growth Fund in their Schedule of Assets, totaling $534K 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 | ARJO INC. ARJO INC. 401(K) PLAN | ADDISON IL | 861 | $112.6M | $430K |
| 2 | INTERNATIONAL THERMAL SYSTEMS LLC INTERNATIONAL THERMAL SYSTEMS LLC 401(K) RETIREMENT PLAN | WAUWATOSA WI | 65 | $11.0M | $104K |