Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory S Estb Val I Registered investment company in their Schedule of Assets, totaling $5.8M 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 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $2.2M |
| 2 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $1.7M |
| 3 | DKS ASSOCIATES DKS ASSOCIATES 401(K) PROFIT SHARING PLAN |
PORTLAND OR |
| 181 |
| $32.2M |
| $1.0M |
| 4 | ECOM ATLANTIC, INC. THE COMMODITIES GROUP 401(K) PLAN AND TRUST | DALLAS TX | 165 | $48.2M | $655K |
| 5 | MORRIS, MANNING & MARTIN LLP MMM ASSOCIATE 401(K) PLAN | ATLANTA GA | 100 | $14.3M | $168K |
| 6 | DEVIL MOUNTAIN WHOLESALE NURSERY DEVIL MOUNTAIN WHOLESALE NURSERY 401(K) PROFIT SHARING PLAN | SAN RAMON CA | 608 | $18.1M | $40K |
