Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding VICTORY S EST VAL Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | MAPLEBEAR INC. D/B/A INSTACART MAPLEBEAR INC. D/B/A INSTACART RETIREMENT PLAN | SAN FRANCISCO CA | 2,641 | $297.0M | $1.8M |
| 2 | LYELL IMMUNOPHARMA, INC. LYELL IMMUNOPHARMA, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 200 | $28.3M | $118K |