Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory S Estb Val I in their Schedule of Assets, totaling $36.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN | NEWPORT BEACH CA | 9,204 | $1.3B | $28.5M |
| 2 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $3.0M |
| 3 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN |
NY NY |
| 377 |
| $110.5M |
| $2.2M |
| 4 | PORTER WRIGHT MORRIS & ARTHUR LLP PORTER WRIGHT MORRIS AND ARTHUR LLP 401K RETIREMENT PLAN MASTER TRUST | COLUMBUS OH | — | $220.1M | $1.2M |
| 5 | ALTORFER INC. ALTORFER INC. EMPLOYEES SAVINGS PLAN | CEDAR RAPIDS IA | 210 | $27.9M | $393K |
| 6 | THE SLOAN COMPANY SLOANLED 401(K) PLAN | VENTURA CA | 20 | $5.7M | $247K |
| 7 | CENTER FOR FRATERNAL EXCELLENCE, INC. CFE 401(K) PLAN | FISHERS IN | 133 | $10.7M | $236K |
| 8 | ZERO MOTORCYCLES ZERO MOTORCYCLES, INC. 401(K) PLAN | SCOTTS VALLEY CA | 205 | $21.1M | $227K |
| 9 | ORION SOUTH, INC. ORION SOUTH, INC. PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 0 | $4.8M | $53K |
