Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VICTORY ESTABLISHED VALUE I Mutual funds in their Schedule of Assets, totaling $11.5M 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 | CRA INTERNATIONAL, INC. CRA INTERNATIONAL 401(K) PLAN | BOSTON MA | 850 | $334.4M | $8.0M |
| 2 | LIBERTY BANK LIBERTY BANK 401(K) PLAN | MIDDLETOWN CT | 823 | $126.0M | $3.6M |
