Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 101 U.S. retirement plans report holding VICTORY ESTABLISHED VALUE A in their Schedule of Assets, totaling $25.4M 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 | KIMCHUK, INC. KIMCHUK SAVINGS AND RETIREMENT PLAN | DANBURY CT | 79 | $14.1M | $1.4M |
| 2 | CAPITAL GUIDANCE AMERICA, INC. CAPITAL GUIDANCE GROUP RETIREMENT PLAN | WASHINGTON DC | 175 | $21.1M | $1.2M |
| 3 | GENERAL TOOL COMPANY GENERAL TOOL COMPANY, INCORPORATED 401(K) PLAN |
CINCINNATI OH |
| 245 |
| $23.9M |
| $1.2M |
| 4 | ENVISION PHARMA, INC. ENVISION PHARMA, INC. 401(K) PLAN | FAIRFIELD CT | 758 | $92.1M | $1.2M |
| 5 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $938K |
| 6 | SOVEREIGN CONSULTING INC. SOVEREIGN CONSULTING INC. 401(K) PLAN | CHERRY HILL NJ | 139 | $23.7M | $741K |
| 7 | KENT DISPLAYS INC KENT DISPLAYS INC 401K PROFIT SHARING PLAN & TRUST | KENT OH | 45 | $14.9M | $709K |
| 8 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $698K |
| 9 | RGBSI, INC. RAPID GLOBAL BUSINESS 401(K) PROFIT SHARING PLAN | TROY MI | 378 | $11.3M | $657K |
| 10 | CREATIVE & RESPONSE RESEARCH INC CREATIVE & RESPONSE RESEARCH SERVICES, INC. EPS AND 401K PLAN | CHICAGO IL | 121 | $34.1M | $637K |
