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 R6 Mutual fund N/A in their Schedule of Assets, totaling $1.4M 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 | BRENNAN, MANNA & DIAMOND, LLC BRENNAN, MANNA & DIAMOND, LLC 401(K) PROFIT SHARING PLAN | AKRON OH | 158 | $43.4M | $1.1M |
| 2 | HOPPER (USA), INC. HOPPER 401(K) PLAN | BOSTON MA | 242 | $17.6M | $159K |
| 3 | LATSHAW DRILLING CO., LLC LATSHAW DRILLING CO., LLC 401(K) PLAN |
TULSA OK |
| 139 |
| $9.2M |
| $78K |