Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 808 U.S. retirement plans report holding a Victory Capital fund in their Schedule of Assets, totaling $828.0M in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Victory Capital position |
|---|---|---|---|---|---|
| 1 | ACRISURE, LLC ACRISURE 401(K) SAVINGS PLAN | GRAND RAPIDS MI | 12,249 | $1.1B | $51.2M |
| 2 | BENCHMARK ELECTRONICS, INC. BENCHMARK ELECTRONICS, INC. 401K EMPLOYEE SAVINGS PLAN | TEMPE AZ | 2,801 | $378.9M | $21.2M |
| 3 | SOUTHSTATE BANK, N.A. SOUTHSTATE BANK 401(K) RETIREMENT SAVINGS PLAN |
SOUTH WINTER HAVEN FL |
| 6,453 |
| $809.8M |
| $20.2M |
| 4 | ADVANCED COMPOSITES, INC. ADVANCED COMPOSITES, INC. 401(K) RETIREMENT PLAN | SIDNEY OH | 491 | $53.2M | $20.1M |
| 5 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $19.2M |
| 6 | COHERENT CORP. COHERENT CORP. 401(K) PROFIT SHARING PLAN | SAXONBURG PA | 4,242 | $1.2B | $13.1M |
| 7 | XYLEM INC. XYLEM RETIREMENT SAVINGS PLAN | WHITE PLAINS NY | 8,288 | $1.8B | $13.0M |
| 8 | MAERSK AGENCY USA, INC. MAERSK SAVINGS PLAN | FLORHAM PARK NJ | 10,682 | $1.0B | $12.3M |
| 9 | OTTER TAIL CORPORATION OTTER TAIL CORPORATION RETIREMENT SAVINGS | FARGO ND | 2,338 | $411.1M | $11.5M |
| 10 | ROBINS KAPLAN LLP ROBINS KAPLAN LLP PROFIT SHARING & SAVINGS PLAN | MINNEAPOLIS MN | 447 | $382.5M | $10.6M |
