Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Victory Funds in their Schedule of Assets, totaling $8.3M 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 | CONNECTICUT MUTUAL HOLDING COMPANY CONNECTICUT MUTUAL HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTED CT | 151 | $32.2M | $2.1M |
| 2 | AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | CALIFORNIA MD | 364 | $46.5M | $1.5M |
| 3 | UNITED AUTOMOBILE INSURANCE COMPANY |
MIAMI GARDENS FL |
| 450 |
| $25.4M |
| $1.3M |
| 4 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $765K |
| 5 | TRI-CITY ELECTRICAL CONTRACTORS, INC. TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN | ALTAMONTE SPRINGS FL | 800 | $30.0M | $620K |
| 6 | STYX ACQUISITION, LLC BUEHLER'S FRESH FOODS EMPLOYEES' 401(K) PLAN | WOOSTER OH | 1,351 | $39.3M | $552K |
| 7 | METAL-FAB, INC. METAL-FAB INC. EMPLOYEES RETIREMENT PLAN | WICHITA KS | 246 | $37.3M | $495K |
| 8 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $407K |
| 9 | WRIGHT & MCGILL COMPANY WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 180 | $24.1M | $294K |
| 10 | THE ROCK AND ROLL HALL OF FAME AND MUSEUM, INC. THE ROCK AND ROLL HALL OF FAME AND MUSEUM, INC. TAX DEFERRED ANNUITY PLAN | CLEVELAND OH | 229 | $13.9M | $192K |
