Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 199 U.S. retirement plans report holding Victory Established Value R6 in their Schedule of Assets, totaling $111.4M 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 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $15.7M |
| 2 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $8.1M |
| 3 | STREAMLIGHT, INC. STREAMLIGHT, INC. 401(K) RETIREMENT PLAN |
EAGLEVILLE PA |
| 352 |
| $74.0M |
| $3.7M |
| 4 | KEARNEY & COMPANY, P.C. KEARNEY & CO AND E.F. KEARNEY LTD 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 1,027 | $116.1M | $3.1M |
| 5 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $2.3M |
| 6 | CENTERPOINT PROPERTIES TRUST CENTERPOINT PROPERTIES TRUST 401(K) PLAN | OAKBROOK IL | 143 | $55.8M | $2.2M |
| 7 | TEMENOS USA INC. TEMENOS USA INC. | MALVERN PA | 280 | $51.4M | $2.1M |
| 8 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN | BOSTON MA | 902 | $104.6M | $1.9M |
| 9 | FLATONIA INVESTMENTS, LLC FLATONIA INVESTMENTS, LLC 401(K) PLAN | HOUSTON TX | 585 | $51.6M | $1.8M |
| 10 | PARADIGM TALENT AGENCY LLC PARADIGM TALENT AGENCY LLC 401(K) RETIREMENT PLAN | WEST HOLLYWOOD CA | 110 | $25.3M | $1.7M |
