Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Core Plus Intermediate Bond Fund in their Schedule of Assets, totaling $2.9M 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 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $2.2M |
| 2 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $666K |
| 3 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER |
GRANDE PRAIRIE TX |
| 850 |
| $11.1M |
| $10K |
| 4 | T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. T.W. PONESSA & ASSOCIATES COUNSELING SERVICES, INC. 401(K) PLAN | LANCASTER PA | 241 | $3.2M | $4K |
| 5 | KINGDOM CAUSES, INC. KINGDOM CAUSES 401(K) PLAN | LONG BEACH CA | 271 | $2.6M | $3K |
| 6 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS ACHIEVEMENT POOLED EMPLOYER 401K PLAN | JACKSONVILLE FL | 442 | $17.9M | $2K |
