Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory S Est Val R6 Registered investment company in their Schedule of Assets, totaling $26.3M 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 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP DEFINED CONTRIBUTION PLANS MASTER TRUST | ATLANTA GA | — | $692.9M | $16.6M |
| 2 | NORTHWEST SURGICAL SPECIALISTS, P.C. NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 417 | $105.2M | $5.6M |
| 3 | IMPINJ, INC. |
SEATTLE WA |
| 352 |
| $71.1M |
| $1.6M |
| 4 | FINANCIAL PARTNERS CREDIT UNION FINANCIAL PARTNERS CREDIT UNION EMPLOYEES' 401(K) SAVINGS PLAN | DOWNEY CA | 294 | $38.1M | $1.4M |
| 5 | CODEXIS, INC. CODEXIS, INC. 401(K) PLAN | REDWOOD CITY CA | 193 | $56.1M | $455K |
| 6 | YOUNG LIVING HOLDINGS, LLC YOUNG LIVING HOLDINGS, LLC | LEHI UT | 820 | $83.3M | $407K |
| 7 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $106K |
| 8 | PLAYWORKS EDUCATION ENERGIZED DBA PLAYWORKS PLAYWORKS 401(K) PLAN | OAKLAND CA | 280 | $9.9M | $30K |
| 9 | ANDRIGHETTO PRODUCE, INC. DBA SHASTA PRODUCE SHASTA PRODUCE 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO CA | 130 | $17.9M | $13K |
