Victory Small CAP Value Collective
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $189.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
42
Reported interest (EOY)
$189.6M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding Victory Small CAP Value Collectiveranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL, INC. AMERIPRISE FINANCIAL 401(K) PLAN | MINNEAPOLIS MN | 8,617 | $3.9B | $78.7M |
| 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 | 254 | $61.3M | $5.4M |
| 6 | ANDERSON, ECKSTEIN AND WESTRICK, INC. AEW, INC. RETIREMENT PLAN | SHELBY TOWNSHIP MI | 143 | $55.6M | $1.3M |
| 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 |
See all 42 plans holding Victory Small CAP Value Collective
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