Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Established Value in their Schedule of Assets, totaling $1.8M 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 | INTERSTATE WAREHOUSING, INC. TIPPMANN GROUP EMPLOYEES 401(K) PLAN | FORT WAYNE IN | 1,126 | $43.1M | $749K |
| 2 | RATIONAL COOKING SYSTEMS, INC. RATIONAL COOKING SYSTEMS, INC. 401(K) PLAN | ROLLING MEADOWS IL | 160 | $15.6M | $622K |
| 3 | KOPKA, PINKUS & DOLIN, PC KOPKA, PINKUS & DOLIN EMPLOYEE SAVINGS & RETIREMENT PLAN |
BUFFALO GROVE IL |
| 233 |
| $23.2M |
| $422K |
| 4 | DESIGNER GREETINGS INC DESIGNER GREETINGS INC. 401K PLAN | EDISON NJ | 188 | $8.5M | $47K |