Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Victory S Estb Val I Mutual Fund in their Schedule of Assets, totaling $13.4M 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 | WEST HERR FORD, INC. WEST HERR EMPLOYEES' RETIREMENT PLAN | BLASDELL NY | 3,152 | $176.7M | $3.4M |
| 2 | LEDCOR CONTRACTORS GROUP, INC. LEDCOR CONTRACTORS GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 975 | $63.9M | $2.8M |
| 3 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $2.3M |
| 4 | RYAN HERCO PRODUCTS CORPORATION RYAN HERCO FLOW SOLUTIONS 401(K) PLAN | BURBANK CA | 512 | $40.5M | $1.5M |
| 5 | WHEATON EYE CLINIC, LTD. WHEATON EYE CLINIC, LTD. 401(K) PROFIT SHARING PLAN | WHEATON IL | 214 | $54.8M | $796K |
| 6 | KING STREET CAPITAL MANAGEMENT, L.P. KING STREET CAPITAL MANAGEMENT, L.P. 401(K) PLAN | NEW YORK NY | 188 | $61.7M | $773K |
| 7 | SINGERLEWAK LLP SINGERLEWAK LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 514 | $92.5M | $695K |
| 8 | JAG - ONE INTERMEDIATE HOLDINGS JAG - ONE PHYSICAL THERAPY 401K PROFIT SHARING PLAN AND TRUST | BRIDGEWATER NJ | 1,956 | $31.9M | $558K |
| 9 | MORENO BASEBALL COMPANIES, INC. ANGELS BASEBALL 401(K) RETIREMENT SAVINGS PLAN | PHOENIX AZ | 357 | $49.0M | $315K |
| 10 | SCHWIETERS COMPANIES, INC. SCHWIETERS COMPANIES, INC. 401(K) PLAN | HUGO MN | 153 | $11.6M | $171K |
