Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PUB-VIC ESTBLSHD VAL A MUTUAL FUNDS in their Schedule of Assets, totaling $168K 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 | GENEVA FINANCIAL, LLC GENEVA FINANCIAL, LLC 401(K) PLAN | CHANDLER AZ | 487 | $5.3M | $121K |
| 2 | RES CONTRACTORS, LLC RES CONTRACTORS, LLC 401(K) PLAN | PLATTENVILLE LA | 72 | $3.4M | $37K |
| 3 | FAMILY HEALTH CENTER OF SOUTHERN OKLAHOMA, INC. FAMILY HEALTH CENTER 401(K) PLAN |
TISHOMINGO OK |
| 157 |
| $4.4M |
| $10K |
