Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Short-Term Bond R6 Registered Investment Company # in their Schedule of Assets, totaling $1.3M 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 | ACCESS PLANS, LLC RMS EASYPLAN | WYLIE TX | 3,738 | $125.9M | $1.2M |
| 2 | BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE IL | 209 | $39.8M | $91K |
| 3 | ANNIE WRIGHT SCHOOLS ANNIE WRIGHT SCHOOLS DC RETIREMENT PLAN |
TACOMA WA |
| 323 |
| $30.7M |
| $72K |
| 4 | SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN | SAN DIEGO CA | 386 | $7.3M | $3K |
