Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory S Estb Val A Mutual fund in their Schedule of Assets, totaling $6.0M 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 | BAZAARVOICE, INC. BAZAARVOICE 401(K) PLAN | AUSTIN TX | 866 | $98.6M | $2.0M |
| 2 | GRAY REED & MCGRAW LLP GRAY REED PROFIT SHARING PLAN | HOUSTON TX | 162 | $54.1M | $1.5M |
| 3 | BEVILACQUA RESEARCH CORPORATION BEVILACQUA RESEARCH CORPORATION 401(K) PLAN AND TRUST |
HUNTSVILLE AL |
| 131 |
| $24.7M |
| $1.0M |
| 4 | GRAY REED & MCGRAW LLP GRAY REED & MCGRAW LLP ATTORNEYS' 401(K) PLAN | HOUSTON TX | 113 | $24.1M | $403K |
| 5 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | NORTON MA | 371 | $17.9M | $390K |
| 6 | JOHN COCKERILL NORTH AMERICA, INC. JOHN COCKERILL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | SALEM OH | 104 | $18.5M | $385K |
| 7 | HEAVY MACHINES, INC. HEAVY MACHINES, INC. 401(K)/PROFIT SHARING PLAN | MEMPHIS TN | 151 | $15.9M | $322K |
