Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Incore Total Return Bond Fund in their Schedule of Assets, totaling $13.8M 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 | INDIAN HEAD INDUSTRIES INC INDIAN HEAD INDUSTRIES INC. EMPLOYEES RETIREMENT PLAN | CHARLOTTE NC | 66 | $23.0M | $7.5M |
| 2 | JT TRUSTEES SHEET METAL WKRS #7 ZONE 1 & 5 CITIES SHEET METAL WORKERS LOCAL 7, ZONE 1 PENSION PLAN | TROY MI | 703 | $147.7M | $3.3M |
| 3 | INDIAN HEAD INDUSTRIES INC |
CHARLOTTE NC |
| 46 |
| $5.1M |
| $1.7M |
| 4 | INDIAN HEAD INDUSTRIES INC PENSION PLAN FOR HOURLY EMPLOYEES OF THE MURPHY EMPLOYING UNIT | CHARLOTTE NC | 50 | $3.4M | $1.2M |
