Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Virtus Virtus KAR Small-Cap Growth Fund Class R6 - in their Schedule of Assets, totaling $1.9M 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 | APACHE CORPORATION APACHE CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 1,563 | $715.3M | $1.0M |
| 2 | APACHE CORPORATION APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN | HOUSTON TX | 1,583 | $271.3M | $457K |
| 3 | HC SERVICES LLC HC SERVICES LLC 401(K) PLAN |
HOUSTON TX |
| 118 |
| $17.5M |
| $301K |
| 4 | LAND MARK ELECTRIC, INC. LAND MARK ELECTRIC, INC. 401(K) PLAN | CANOGA PARK CA | 200 | $12.0M | $31K |
| 5 | CONQUEST COMPLETION SERVICES, LL CONQUEST COMPLETION SERVICES 401(K) PLAN | HOUSTON TX | 159 | $3.5M | $29K |