Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding VICTORY ESTABLISHED VALUE A in their Schedule of Assets, totaling $27.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHAPELL INVESTMENT PROPERTIES SHAPELL INVESTMENT PROPERTIES, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 172 | $42.3M | $1.5M |
| 2 | KIMCHUK, INC. KIMCHUK SAVINGS AND RETIREMENT PLAN | DANBURY CT | 79 | $14.1M | $1.4M |
| 3 | CAPITAL GUIDANCE AMERICA, INC. CAPITAL GUIDANCE GROUP RETIREMENT PLAN |
WASHINGTON DC |
| 175 |
| $21.1M |
| $1.2M |
| 4 | GENERAL TOOL COMPANY GENERAL TOOL COMPANY, INCORPORATED 401(K) PLAN | CINCINNATI OH | 245 | $23.9M | $1.2M |
| 5 | ENVISION PHARMA, INC. ENVISION PHARMA, INC. 401(K) PLAN | FAIRFIELD CT | 758 | $92.1M | $1.2M |
| 6 | IOWA SPRING MANUFACTURING IOWA SPRING MANUFACTURING INC 401(K) PLAN | ADEL IA | 174 | $10.0M | $1.1M |
| 7 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $938K |
| 8 | SOVEREIGN CONSULTING INC. SOVEREIGN CONSULTING INC. 401(K) PLAN | CHERRY HILL NJ | 139 | $23.7M | $741K |
| 9 | DOCTORS DATA INC. DOCTOR'S DATA INC. PROFIT SHARING PLAN | ST CHARLES IL | 147 | $9.8M | $710K |
| 10 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $698K |
