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 Class I in their Schedule of Assets, totaling $937K 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 | LAUGHLIN / CONSTABLE, INC. LAUGHLIN / CONSTABLE, INC. 401(K) SAVINGS PLAN | MILWAUKEE WI | 90 | $26.3M | $470K |
| 2 | GROSS, MENDELSOHN & ASSOCIATES, PA GROSS MENDELSOHN & ASSOCIATES PA 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 133 | $47.5M | $396K |
| 3 | LEOPARDO COMPANIES, INC. |
HOFFMAN ESTATES IL |
| 364 |
| $51.6M |
| $72K |