Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding Victory Established Value I in their Schedule of Assets, totaling $53.3M 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 | KNOBBE MARTENS OLSON & BEAR, LLP KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 676 | $363.4M | $9.1M |
| 2 | IMEG CONSULTANTS CORP. IMEG 401(K) PLAN | ROCK ISLAND IL | 2,497 | $380.2M | $7.5M |
| 3 | SOFT COMPUTER CONSULTANTS, INC. NEW HORIZONS 401(K) PLAN | CLEARWATER FL | 526 | $99.3M | $5.0M |
| 4 | CARLSON CAPITAL, L.P. CARLSON CAPITAL, L.P. 401(K) PLAN | DALLAS TX | 29 | $33.1M | $3.0M |
| 5 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP 401(K) PLAN & TRUST FOR PARTNERS, KEY EMPLOYEES | ISELIN NJ | 132 | $39.3M | $2.6M |
| 6 | ASHFIELD HEALTHCARE COMM. INIZIO EMPLOYEE SAVINGS PLAN | FORT WASHINGTON PA | 717 | $134.2M | $2.5M |
| 7 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $2.3M |
| 8 | GREENBAUM, ROWE, SMITH & DAVIS LLP GREENBAUM, ROWE, SMITH & DAVIS LLP RETIREMENT PLAN AND TRUST | ISELIN NJ | 100 | $36.9M | $1.9M |
| 9 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $1.8M |
| 10 | KENWOOD DEALER GROUP, INC. THE KENWOOD DEALER GROUP EMPLOYEE RETIREMENT PLAN | MASON OH | 685 | $58.1M | $1.6M |
