Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Core Plus Intermediate Bond Fund Mutual fund in their Schedule of Assets, totaling $2.7M 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 | CHARLES D. JONES & COMPANY, INC. CHARLES D. JONES & COMPANY, INC. 401(K) PLAN | RIVERSIDE MO | 175 | $14.2M | $906K |
| 2 | AIXTRON, INC. AIXTRON, INC. 401(K) PLAN | SANTA CLARA CA | 55 | $15.0M | $807K |
| 3 | AUSTIN WHITE LIME COMPANY, LTD AUSTIN WHITE LIME COMPANY & AUSTIN WHITE LIME TRANSPORT, INC. PROFIT SHARING PLAN |
AUSTIN TX |
| 24 |
| $5.2M |
| $297K |
| 4 | SILVACO, INC. SILVACO 401(K) PLAN | SANTA CLARA CA | 104 | $17.8M | $227K |
| 5 | CASCADIA HEALTH CASCADIA HEALTH RETIREMENT PLAN | PORTLAND OR | 957 | $32.8M | $198K |
| 6 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN | EVANSVILLE IN | 526 | $18.9M | $184K |
| 7 | SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP SCOI PROFIT SHARING PLAN | VAN NUYS CA | 158 | $26.5M | $56K |
| 8 | CCINTEGRATION INC. CCINTEGRATION, INC. 401(K) PLAN | PLANO TX | 82 | $8.1M | $35K |
| 9 | SKYLINE SECURITY MANAGEMENT, INC. SKYLINE SECURITY MANAGEMENT 401(K) PLAN | DOWNEY CA | 81 | $2.7M | $13K |
