Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Integrity Small-Cap Value Fund N/R in their Schedule of Assets, totaling $6.4M 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 | ELLWOOD CITY FORGE ELLWOOD 401(K) RETIREMENT PLAN | ELLWOOD CITY PA | 1,327 | $310.6M | $3.8M |
| 2 | CMD CORPORATION CMD CORPORATION'S EMPLOYEE SAVINGS AND RETIREMENT PLAN | APPLETON WI | 191 | $53.3M | $2.2M |
| 3 | ELLWOOD CRANKSHAFT AND MACHINE COMPANY ELLWOOD CRANKSHAFT GROUP 401(K) SAVINGS PLAN |
HERMITAGE PA |
| 302 |
| $62.9M |
| $415K |