Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 41 retirement plans report an interest in this investment, totaling $199.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Victory Small CAP Value Collective, Victory Small CAP Value Fund, Victory Small CAP Value. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS MN | 8,958 | $3.6B | $87.9M |
| 2 | GENERAL ATOMICS GENERAL ATOMICS 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 12,686 | $2.8B | $50.5M |
| 3 | BOARD OF TRUSTEES OF ROOFERS PENSION FUND ROOFERS PENSION FUND | OAK BROOK IL | 2,046 | $529.5M | $30.6M |
| 4 | DESERET MUTUAL BENEFIT ADMINISTRATORS DESERET MUTUAL MASTER RETIREMENT PLAN | SALT LAKE CITY UT | 9,784 | $7.1B | $16.6M |
| 5 | OPERATING ENG. LOCAL 474 DEFINED CONTRIBUTION OPERATING ENG. LOCAL 474 DEFINED CONTRIBUTION | GOODLETTSVILLE TN | 294 | $55.9M | $5.6M |
| 6 | ANDERSON, ECKSTEIN AND WESTRICK, INC. AEW, INC. RETIREMENT PLAN | SHELBY TOWNSHIP MI | 129 | $49.4M | $1.2M |
| 7 | DONOHUE & ASSOCIATES INC DONOHUE & ASSOCIATES INC. 401K PLAN | SHEBOYGAN WI | 138 | $39.2M | $640K |
| 8 | KLINGNER & ASSOCIATES, P.C. KLINGNER & ASSOCIATES, P.C. RETIREMENT PLAN | QUINCY IL | 149 | $38.5M | $625K |
| 9 | KL&A, INC. KL&A, INC. 401(K) PLAN AND TRUST | GOLDEN CO | 110 | $17.3M | $587K |
| 10 | NITSCH ENGINEERING, INC NITSCH ENGINEERING, INC. 401(K) PLAN | BOSTON MA | 114 | $26.3M | $548K |
