Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Capital Victory Core Plus Intermediate Bond Fund in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEST COAST MATERIALS, INC. WEST COAST MATERIALS, INC. 401(K) PROFIT SHARING PLAN | BUENA PARK CA | 683 | $51.2M | $1.2M |
| 2 | LEGACY PROFESSIONALS LLP LEGACY PROFESSIONALS LLP 401(K) PLAN | WESTCHESTER IL | 174 | $52.9M | $1.1M |
| 3 | AVON OLD FARMS SCHOOL , INC. |
AVON CT |
| 194 |
| $56.2M |
| $883K |
| 4 | DOMINO DATA LAB INC. DOMINO DATA LAB 401(K) PLAN | SAN FRANCISCO CA | 168 | $18.6M | $551K |
| 5 | NORTH COAST MEDICAL SUPPLY, LLC NORTH COAST MEDICAL SUPPLY 401(K) RETIREMENT PLAN | CARLSBAD CA | 983 | $32.2M | $307K |
| 6 | TUFF SHED, INC. TUFF SHED, INC. EMPLOYEE 401(K) PLAN | DENVER CO | 1,328 | $51.6M | $292K |
| 7 | INDIANA ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, IOMSA, P.C. RETIREMENT PLAN | FISHERS IN | 94 | $36.3M | $255K |
| 8 | PRIORITY PRIVATE OPCO LLC D/B/A SOLLIS HEALTH OPCO SOLLIS HEALTH RETIREMENT PLAN | NEW YORK NY | 234 | $9.1M | $181K |
| 9 | SHEPARD BROS., INC. SHEPARD BROS., INC. 401(K) PROFIT SHARING PLAN | LA HABRA CA | 53 | $9.0M | $45K |
