Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VICTORY INTG SM M-CAP VAL R6 in their Schedule of Assets, totaling $9.1M 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 | CELESTICA, LLC CELESTICA 401(K) RETIREMENT PLAN | MERRIMACK NH | 1,082 | $259.7M | $5.0M |
| 2 | VESTMARK, INC VESTMARK, INC 401(K) PLAN | WAKEFIELD MA | 338 | $60.3M | $3.6M |
| 3 | C.G. ROXANE C.G. ROXANE 401(K) PLAN | OLANCHA CA |
| 388 |
| $31.6M |
| $392K |
| 4 | T-BONZ MANAGEMENT COMPANY, INC. T-BONZ 401(K) RETIREMENT PLAN | CHARLESTON SC | 185 | $2.9M | $25K |