Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Integrity Small‐Cap Value Y Mutual Fund in their Schedule of Assets, totaling $925K 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 | GENERAL SHALE BRICK, INC. THE GENERAL SHALE 401(K) PLAN | JOHNSON CITY TN | 643 | $138.9M | $431K |
| 2 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $178K |
| 3 | THE ANNIE E. CASEY FOUNDATION, INC. THE ANNIE E. CASEY FOUNDATION RETIREMENT PLAN |
BALTIMORE MD |
| 212 |
| $77.1M |
| $171K |
| 4 | SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401(K) RETIREMENT PLAN | SOMERVILLE MA | 141 | $12.3M | $102K |
| 5 | GENERAL SHALE BRICK, INC. GENERAL SHALE SMART SAVINGS 401(K) PLAN | JOHNSON CITY TN | 1,523 | $41.5M | $43K |
