Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Capital Victory Integrity Small-Cap Value Fund in their Schedule of Assets, totaling $3.3M 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 | CURT G. JOA, INC. CURT G. JOA, INC. EMPLOYEES TRUST FUND | SHEBOYGAN FALLS WI | 266 | $83.3M | $3.3M |
| 2 | MYSTIC SEAPORT MUSEUM, INC. MYSTIC SEAPORT MUSEUM DC RETIREMENT PLAN | MYSTIC CT | 222 | $26.8M | $6K |
