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 R6 Mutual Funds in their Schedule of Assets, totaling $2.5M 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 | MOUNTAIN AMERICA FEDERAL CREDIT UNION MOUNTAIN AMERICA FEDERAL CREDIT UNION 401(K) PLAN | SANDY UT | 3,514 | $246.9M | $1.6M |
| 2 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN | ROANOKE VA | 325 | $51.5M | $936K |