Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Victory S Est Val R6 Mutual fund - in their Schedule of Assets, totaling $43.9M 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 | 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 | EGON ZEHNDER INTERNATIONAL INC. |
NEW YORK NY |
| 443 |
| $158.9M |
| $3.5M |
| 4 | EXTRA SPACE MANAGEMENT, INC. EXTRA SPACE MANAGEMENT, INC. 401(K) PLAN | SALT LAKE CITY UT | 8,740 | $168.4M | $3.0M |
| 5 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $1.8M |
| 6 | PHYSICIAN SPECIALISTS IN ANESTHESIA PC PHYSICIAN SPECIALISTS IN ANESTHESIA, PC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 105 | $51.0M | $1.7M |
| 7 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $1.7M |
| 8 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST | SANTA CLARA CA | 2,217 | $154.7M | $1.3M |
| 9 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $1.3M |
| 10 | CITY ELECTRIC SUPPLY COMPANY CITY ELECTRIC SUPPLY EMPLOYEE SAVINGS PLAN | DALLAS TX | 4,972 | $158.7M | $1.2M |
