Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Established Value A Mutual fund in their Schedule of Assets, totaling $1.2M 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 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $592K |
| 2 | CEDAR DOCUMENT TECHNOLOGIES, INC CEDAR DOCUMENT TECHNOLOGIES INC | ATLANTA GA | 0 | $0 | $323K |
| 3 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN |
PRINCETON NJ |
| 267 |
| $20.7M |
| $235K |
| 4 | JCI JONES CHEMICALS, INC. JCI 401(K) PLAN | SAROSOTA FL | 171 | $16.1M | $20K |
