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 Growth R6 in their Schedule of Assets, totaling $891K 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 | XL SCIENTIFIC, LLC XL SCIENTIFIC, LLC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 131 | $17.9M | $756K |
| 2 | DFD RUSSELL MEDICAL CENTER DFD RUSSELL RETIREMENT SAVINGS PLAN | LEEDS ME | 84 | $6.0M | $132K |
| 3 | LAKESHORE LEGAL AID LAKESHORE LEGAL AID 403(B) PLAN |
WARREN MI |
| 213 |
| $3.2M |
| $4K |
