Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Virtus Kar Mid Cap Core R6 in their Schedule of Assets, totaling $1.8M 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 | MARIN COMMUNITY CLINICS MARIN COMMUNITY CLINICS 403(B) SAVINGS & INVESTMENT PLAN | NOVATO CA | 574 | $28.7M | $900K |
| 2 | THE BENECON GROUP, LLC THE BENECON GROUP, LLC 401(K) PROFIT SHARING PLAN | LITITZ PA | 234 | $27.3M | $533K |
| 3 | KOOPS, INC. KOOPS INC. 401(K) PLAN |
HOLLAND MI |
| 311 |
| $21.9M |
| $413K |
