Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Integrity Mid-Cap Value R6 in their Schedule of Assets, totaling $634K 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 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $355K |
| 2 | MCCHRYSTAL GROUP LLC MCCHRYSTAL GROUP LLC 401(K) PROFIT SHARING PLAN | ALEXANDRIA VA | 80 | $13.2M | $256K |
| 3 | ESCAPE LODGING, LLC ESCAPE LODGING, LLC 401(K) PLAN |
CANNON BEACH OR |
| 283 |
| $3.7M |
| $23K |