Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Victory RS Global R6 Mutual fund - in their Schedule of Assets, totaling $5.2M 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 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $3.7M |
| 2 | CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN RI | 289 | $7.4M | $409K |
| 3 | K1 INVESTMENT MANAGEMENT, LLC K1 401(K) PLAN |
MANHATTAN BEACH CA |
| 97 |
| $12.7M |
| $241K |
| 4 | PEACHTREE HOSPITALITY MANAGEMENT, LLC PEACHTREE HOTEL GROUP 401(K) PLAN | ATLANTA GA | 1,568 | $18.9M | $232K |
| 5 | COPELAND ENTERPRISES, INC. COPELAND ENTERPRISES, INC. 401(K) AND PROFIT SHARING PLAN | BROCKTON MA | 246 | $13.3M | $212K |
| 6 | PIERRE FABRE USA, INC. PIERRE FABRE USA 401K SAVINGS AND RETIREMENT PLAN | SECAUCUS NJ | 158 | $15.2M | $184K |
| 7 | AQUARIUS WATER CONDITIONING AQUARIUS WATER CONDITIONING 401(K) PLAN | LITTLE CANADA MN | 265 | $8.5M | $91K |
| 8 | HUTSONWOOD, INC. HUTSONWOOD, INC. 401(K) PLAN | NASHVILLE TN | 864 | $7.0M | $39K |
| 9 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $36K |
| 10 | ED HERRINGTON, INC. ED HERRINGTON, INC. 401(K) PROFIT SHARING PLAN | HILLSDALE NY | 197 | $18.7M | $24K |
