Small CAP Value / Victory Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 111 retirement plans report an interest in this investment, totaling $532.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
111
Reported interest (EOY)
$532.3M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 4 name variants: Small CAP Value / Victory Fund, Small CAP Value/victory Fund, Small CAP Value/victory, Small CAP Value Victory Fund. Counts combine all variants of the same investment.
Plans holding Small CAP Value / Victory Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $49.2M |
| 2 | MGM RESORTS INTERNATIONAL THE MGM RESORTS 401(K) SAVINGS PLAN | LAS VEGAS NV | 37,717 | $2.2B | $45.8M |
| 3 | BOARD OF TRUSTEES OF THE TEAMSTERS- NATIONAL 401K SAVINGS PLAN TRUST TEAMSTERS-NATIONAL 401K SAVINGS PLAN | PITTSBURGH PA | 152,462 | $1.5B | $35.4M |
| 4 | 84 LUMBER COMPANY, L.P. AMENDED AND RESTATED SAVINGS FUND PLAN FOR EMPLOYEES OF 84 LUMBER COMPANY | EIGHTY-FOUR PA | 9,227 | $779.5M | $35.4M |
| 5 | STAPLES, INC. STAPLES, INC. EMPLOYEES' 401(K) SAVINGS PLAN | FRAMINGHAM MA | 11,200 | $1.5B | $31.8M |
| 6 | PHILIPS NORTH AMERICA LLC PHILIPS NORTH AMERICA 401(K) PLAN | CAMBRIDGE MA | 17,066 | $6.4B | $26.6M |
| 7 | REVERE HEALTH REVERE HEALTH 401(K) PROFIT SHARING PLAN | PROVO UT | 2,191 | $254.8M | $19.8M |
| 8 | AMADEUS NORTH AMERICA, INC. AMADEUS NORTH AMERICA, INC. 401K PLAN | MIAMI FL | 2,216 | $484.9M | $16.6M |
| 9 | ORGILL, INC. ORGILL, INC. 401(K) PLAN | COLLIERVILLE TN | 6,070 | $275.3M | $16.0M |
| 10 | PRESIDIO LLC PRESIDIO LLC 401(K) PLAN | RESTON VA | 3,026 | $468.8M | $15.6M |
See all 111 plans holding Small CAP Value / Victory Fund
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