Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Established Value Fund in their Schedule of Assets, totaling $17.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HYUNDAI MOTOR AMERICA HYUNDAI MOTOR AMERICA PROFIT SHARING RETIREMENT PLAN | FOUNTAIN VALLEY CA | 1,298 | $365.1M | $7.7M |
| 2 | OAKTREE CAPITAL MANAGEMENT OAKTREE CAPITAL MANAGEMENT, L. P. 401(K) SAVINGS PLAN | LOS ANGELES CA | 922 | $404.1M | $5.1M |
| 3 | HYUNDAI CAPITAL AMERICA |
IRVINE CA |
| 1,603 |
| $258.3M |
| $3.2M |
| 4 | COLUMBUS TECHNOLOGIES AND SERVICES, INC. COLUMBUS TECHNOLOGIES AND SERVICES, INC. 401(K) PROFIT SHARING PLAN | EL SEGUNDO CA | 119 | $45.0M | $692K |
| 5 | TEAM SELECT HOLDING, LLC TEAM SELECT HOLDING, LLC 401(K) RETIREMENT PLAN | PHOENIX AZ | 11,293 | $18.9M | $206K |
| 6 | SHADY MAPLE FARM MARKET, INC. SHADY MAPLE FARM MARKET & SMORGASBORD 401(K) PROFIT SHARING PLAN | EAST EARL PA | 527 | $16.8M | $139K |
| 7 | EPCO, LLC EPCO, LLC 401K PLAN | SOUTH PORTLAND ME | 112 | $3.2M | $43K |
