Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VRTS K SM-CAP GR I in their Schedule of Assets, totaling $488K 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 | ROBERT J. YOUNG COMPANY, INC. R. J. YOUNG PROFIT SHARING PLAN | NASHVILLE TN | 680 | $68.1M | $307K |
| 2 | JACO OIL COMPANY JACO OIL COMPANY 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 166 | $11.0M | $181K |
