Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Victory S Est Val R6 Mutual fund - in their Schedule of Assets, totaling $37.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $9.8M |
| 2 | UNVERFERTH MANUFACTURING COMPANY, INC. UNVERFERTH MANUFACTURING COMPANY, INC. PROFIT SHARING AND 401(K) PLAN | KALIDA OH | 1,223 | $234.8M | $8.6M |
| 3 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN |
WALTHAM MA |
| 799 |
| $118.8M |
| $1.8M |
| 4 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $1.7M |
| 5 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $1.7M |
| 6 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $1.3M |
| 7 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $1.3M |
| 8 | CITY ELECTRIC SUPPLY COMPANY CITY ELECTRIC SUPPLY EMPLOYEE SAVINGS PLAN | DALLAS TX | 4,972 | $158.7M | $1.2M |
| 9 | PATTERSON-UTI ENERGY, INC PATTERSON-UTI ENERGY, INC. 401(K) PROFIT SHARING PLAN | SNYDER TX | 8,297 | $613.0M | $992K |
| 10 | ZWILLING J.A. HENCKELS, LLC ZWILLING J.A. HENCKELS, LLC 401(K) PLAN | PLEASANTVILLE NY | 548 | $22.1M | $863K |
