Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Victory Funds in their Schedule of Assets, totaling $10.2M 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 | CONNECTICUT MUTUAL HOLDING COMPANY CONNECTICUT MUTUAL HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTED CT | 151 | $32.2M | $2.1M |
| 2 | MLSC HOLDING CO. INC. MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN | OREM UT | 944 | $34.3M | $1.8M |
| 3 | AMERICAN ELECTRONIC WARFARE ASSOCIATES, INC. |
CALIFORNIA MD |
| 364 |
| $46.5M |
| $1.5M |
| 4 | UNITED AUTOMOBILE INSURANCE COMPANY UNITED AUTOMOBILE HOLDINGS 401(K) PLAN | MIAMI GARDENS FL | 450 | $25.4M | $1.3M |
| 5 | REFAC OPTICAL GROUP REFAC OPTICAL GROUP 401(K) PLAN | BLACKWOOD NJ | 542 | $22.3M | $765K |
| 6 | TRI-CITY ELECTRICAL CONTRACTORS, INC. TRI-CITY ELECTRICAL CONTRACTORS, INC. RETIREMENT AND SAVINGS PLAN | ALTAMONTE SPRINGS FL | 800 | $30.0M | $620K |
| 7 | STYX ACQUISITION, LLC BUEHLER'S FRESH FOODS EMPLOYEES' 401(K) PLAN | WOOSTER OH | 1,351 | $39.3M | $552K |
| 8 | METAL-FAB, INC. METAL-FAB INC. EMPLOYEES RETIREMENT PLAN | WICHITA KS | 246 | $37.3M | $495K |
| 9 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $407K |
| 10 | WRIGHT & MCGILL COMPANY WRIGHT & MCGILL COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 180 | $24.1M | $294K |
