Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Victory Capital in their Schedule of Assets, totaling $5.1M 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 | BAY COVE HUMAN SERVICES, INC. BAY COVE HUMAN SERVICES, INC. 403(B) SAVINGS AND RETIREMENT PLAN | BOSTON MA | 941 | $48.5M | $969K |
| 2 | BERRY COLLEGE, INC. BERRY COLLEGE TAX-DEFERRED ANNUITY PLAN | MOUNT BERRY GA | 679 | $27.0M | $953K |
| 3 | STARNES DAVIS FLORIE LLP |
BIRMINGHAM AL |
| 114 |
| $65.1M |
| $780K |
| 4 | MCKOOL SMITH, A PROFESSIONAL CORPORATION MCKOOL SMITH 401(K) SAVINGS PLAN | DALLAS TX | 240 | $106.5M | $739K |
| 5 | EASTER UNLIMITED , INC. REY PROFIT SHARING PLAN AND TRUST | CARLE PLACE NY | 108 | $38.3M | $489K |
| 6 | JONES COMPANIES, LLC JONES COMPANIES 401(K) PLAN | HATTIESBURG MS | 1,199 | $44.2M | $318K |
| 7 | FIONDELLA, MILONE & LASARACINA LLP FIONDELLA, MILONE & LASARACINA 401(K) PLAN | GLASTONBURY CT | 106 | $19.4M | $304K |
| 8 | AMERICAN COUNCIL ON EDUCATION AMERICAN COUNCIL ON EDUCATION 403(B) RETIREMENT PLAN | WASHINGTON DC | 164 | $77.2M | $224K |
| 9 | THOMAS REPROGRAPHICS, INC. THOMAS REPROGRAPHICS INC. PROFIT SHARING PLAN & TRUST | RICHARDSON TX | 369 | $23.2M | $154K |
| 10 | NEIGHBORS CREDIT UNION NEIGHBORS CREDIT UNION 401 (K) PLAN AND TRUST | ST. LOUIS MO | 129 | $9.2M | $79K |
