Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Victory Core Plus Intermediate Bond R6 Mutual fund in their Schedule of Assets, totaling $24.7M 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 | DEACONESS HEALTH SYSTEM, INC. DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN | EVANSVILLE IN | 12,133 | $854.6M | $11.4M |
| 2 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $3.3M |
| 3 | MISSOURI EMPLOYEE MUTUAL INSURANCE COMPANY |
COLUMBIA MO |
| 291 |
| $87.7M |
| $1.7M |
| 4 | NUGGET MARKET, INC. NUGGET MARKET, INC. 401(K) PROFIT SHARING PLAN & TRUST | DAVIS CA | 1,778 | $126.0M | $1.6M |
| 5 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $1.3M |
| 6 | MATTSON TECHNOLOGY, INC. MATTSON TECHNOLOGY, INC. 401(K) PLAN | FREMONT CA | 246 | $64.3M | $1.2M |
| 7 | THE DIMARCO GROUP, LLC DIMARCO GROUP RETIREMENT PLAN | ROCHESTER NY | 593 | $44.7M | $971K |
| 8 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN | PRINCETON NJ | 469 | $44.7M | $919K |
| 9 | GODBERSEN-SMITH CONSTRUCTION COMPANY GODBERSEN-SMITH CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | IDA GROVE IA | 539 | $66.0M | $681K |
| 10 | DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON CT | 284 | $27.3M | $387K |
