Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding VICTORY ESTABLISHED VALUE R in their Schedule of Assets, totaling $6.9M 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 | DERR FLOORING CO. DERR FLOORING COMPANY 401(K) PLAN | WILLOW GROVE PA | 133 | $24.9M | $1.3M |
| 2 | US TECH SOLUTIONS, INC. USTS 401(K) PLAN | JERSEY CITY NJ | 3,278 | $24.9M | $718K |
| 3 | GULFSTREAM SERVICES INC. GULFSTREAM SERVICES 401K & PSP |
| 127 |
| $10.4M |
| $580K |
| 4 | MOTIVATIONAL SYSTEMS, INC. MOTIVATIONAL SYSTEMS, INC. 401(K) RETIREMENT PLAN | NATIONAL CITY CA | 103 | $11.7M | $534K |
| 5 | PARTICLE DYNAMICS INTERNATIONAL, PARTICLE DYNAMICS RETIREMENT PLAN | ST LOUIS MO | 93 | $7.0M | $394K |
| 6 | PHILADELPHIA COUNTRY CLUB PHILADELPHIA COUNTRY CLUB 401(K) RETIREMENT PLAN | GLADWYNE PA | 157 | $7.9M | $347K |
| 7 | EMPLOYEE RETIREMENT PLAN EMPLOYEE RETIREMENT PLAN | RALEIGH NC | 172 | $15.9M | $304K |
| 8 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $299K |
| 9 | ROYAL TRUCK AND TRAILER SALES AN ROYAL TRUCK AND TRAILER SALES AND SERVICES, INC. 401K PROFIT S | NORTHVILLE MI | 175 | $13.7M | $295K |
| 10 | MERGON CORPORATION MERGON CORPORATION 401(K) RETIREMENT PLAN | ANDERSON SC | 211 | $5.4M | $228K |
