Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Victory Established Value I Registered investment company in their Schedule of Assets, totaling $5.5M 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 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $1.7M |
| 2 | VONTOBEL ASSET MANAGEMENT, INC. VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 93 | $68.3M | $1.2M |
| 3 | REPUBLIC STEEL REPUBLIC STEEL 401(K) PLAN |
CANTON OH |
| 25 |
| $28.0M |
| $869K |
| 4 | MINGLEDORFF'S, INC. MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN | PEACHTREE CORNERS GA | 716 | $135.7M | $703K |
| 5 | IBA USA, INC. IBA USA 401K PLAN | HERNDON VA | 340 | $35.9M | $479K |
| 6 | SICPA SECURINK CORPORATION SICPA SECURINK CORPORATION PRE-TAX SAVINGS AND RETIREMENT PLAN | SPRINGFIELD VA | 180 | $65.1M | $317K |
| 7 | AERIES ENTERPRISES, LLC AERIES ENTERPRISES, LLC EMPLOYEES 401(K) SAVINGS PLAN | BELLEVUE WA | 315 | $17.0M | $215K |
| 8 | HOEFER WELKER, LLC HOEFER WELKER, LLC 401(K) PLAN | KANSAS CITY MO | 158 | $16.7M | $32K |
