Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Nasdaq-100 Index Mutual Fund in their Schedule of Assets, totaling $2.6M 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 | BLUE ROCK PRODUCTS CO. BLUE ROCK PRODUCTS COMPANY PROFIT SHARING PLAN | SIDNEY MT | 74 | $12.6M | $1.7M |
| 2 | ADAMS BANK & TRUST ADAMS BANK & TRUST 401(K) PLAN | OGALLALA NE | 235 | $34.3M | $550K |
| 3 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN |
OKLAHOMA CITY OK |
| 115 |
| $7.9M |
| $211K |
| 4 | TITMOUSE INC TITMOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 293 | $12.5M | $90K |
