Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Virtus Virtus Kar Small-Cap Growth R6 in their Schedule of Assets, totaling $4.7M 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 | SAFRAN USA, INC. SAFRAN RETIREMENT AND SAVINGS ACCOUNT PLAN | IRVING TX | 3,913 | $598.1M | $2.5M |
| 2 | APAX PARTNERS US, LLC APAX PARTNERS US, LLC 401(K) RETIREMENT PLAN | NEW YORK NY | 116 | $58.5M | $1.1M |
| 3 | XL SCIENTIFIC, LLC XL SCIENTIFIC, LLC. 401(K) PROFIT SHARING PLAN |
ALBUQUERQUE NM |
| 131 |
| $17.9M |
| $932K |
| 4 | EWING BUICK - PLANO, L.P., D/B/A EWING AUTOMOTIVE GROUP EWING AUTOMOTIVE GROUP 401(K) PLAN | PLANO TX | 555 | $18.9M | $95K |
| 5 | EMERSON SCHOOL EMERSON SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | ANN ARBOR MI | 92 | $18.9M | $80K |
| 6 | SCM OPERATIONS LLC SCM OPERATIONS LLC - 401(K) PLAN | HOUSTON TX | 145 | $11.6M | $64K |
| 7 | OCUSUN, LLC ZENNI OPTICAL 401(K) PLAN | NOVATO CA | 315 | $12.9M | $33K |
| 8 | GRACE HEBERT CURTIS ARCHITECTS, LLC GRACE HEBERT CURTIS ARCHITECTS, LLC | BATON ROUGE LA | 390 | $29.3M | $7K |
