Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VICTORY S ESTB VAL I Mutual Funds in their Schedule of Assets, totaling $1.8M 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 | HOWARD HANNA SMYTHE CRAMER HANNA HOLDINGS RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 1,023 | $63.1M | $1.0M |
| 2 | THOMPSON CONSTRUCTION GROUP, INC. THOMPSON CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SUMTER SC | 2,036 | $66.6M | $686K |
| 3 | FINKELSTEIN & PARTNERS, LLP |
NEWBURGH NY |
| 331 |
| $43.1M |
| $73K |
| 4 | PRELUDE SYSTEMS, INC. PRELUDE SERVICES 401(K) RETIREMENT PLAN | MECHANICSBURG PA | 110 | $11.2M | $11K |
