Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Established Value Mutual fund in their Schedule of Assets, totaling $1.7M 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 | SELLETHICS MARKETING GROUP, INC. SELLETHICS MARKETING GROUP, INC. EMPLOYEES' 401(K) PLAN | MATTHEWS NC | 329 | $14.8M | $780K |
| 2 | STRATUS.HR STRATUS.HR RETIREMENT PLAN | SANDY UT | 3,166 | $63.7M | $586K |
| 3 | POLLEN, INC. POLLEN, INC. EMPLOYEES SAVINGS TRUST PLAN |
KANSAS CITY MO |
| 262 |
| $35.7M |
| $374K |
