Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Small Cap Value Victory Fund Mutual Fund in their Schedule of Assets, totaling $11.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APOLLO MANAGEMENT HOLDINGS, LP ATHENE SAVINGS & RETIREMENT PLAN | WEST DES MOINES IA | 1,848 | $351.5M | $8.1M |
| 2 | PIEDMONT HEALTHCARE, P.A. PIEDMONT HEALTHCARE EMPLOYEES' 401K PLAN AND TRUST | STATESVILLE NC | 871 | $177.0M | $3.2M |
