Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Core Plus Intermediate Bond Mutual Fund in their Schedule of Assets, totaling $21.0M 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 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. DC PLANS MASTER TRUST | HOUSTON TX | — | $755.4M | $18.4M |
| 2 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $2.1M |
| 3 | SABAN CAPITAL GROUP LLC SABAN CAPITAL GROUP LLC 401(K) AND RETIREMENT PLAN |
LOS ANGELES CA |
| 63 |
| $29.9M |
| $476K |