Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Virtus Virtus KAR Small-Cap Growth Fund in their Schedule of Assets, totaling $3.1M 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 | MOELIS & COMPANY HOLDINGS LP MOELIS & COMPANY GROUP LP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 932 | $206.4M | $2.9M |
| 2 | JOLLIBEE FOODS CORPORATION (USA) JFC AMERICA 401(K) PLAN | DENVER CO | 5,913 | $56.6M | $92K |
| 3 | HOUSTON HOSPICE HOUSTON HOSPICE DISCRETIONARY FUNDING ACCOUNT |
HOUSTON TX |
| 107 |
| $2.5M |
| $57K |
