Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Integrity Small/Mid-Cap Value Fund in their Schedule of Assets, totaling $143.8M 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 | C.H. ROBINSON COMPANY, INC. ROBINSON COMPANIES RETIREMENT PLAN | EDEN PRAIRIE MN | 8,285 | $1.8B | $141.5M |
| 2 | LINAMAR HOLDINGS NEVADA, INC. LINAMAR HOLDINGS NEVADA, INC. 401(K) PLAN | LIVONIA MI | 2,934 | $125.0M | $2.2M |
| 3 | SHIMADZU PRECISION INSTRUMENTS, INC. SHIMADZU PRECISION INSTRUMENTS, INC. 401(K) PLAN |
LONG BEACH CA |
| 186 |
| $27.3M |
| $72K |