Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Victory Trivalent International Sm-Cp I Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $1.2M |
| 2 | CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. 401(K) PLAN | PHOENIX AZ | 5,701 | $181.8M | $841K |
| 3 | NEW VENTURE FUND NEW VENTURE FUND 401(K) PROFIT SHARING PLAN |
WASHINGTON DC |
| 535 |
| $57.9M |
| $242K |
| 4 | SYMPHONY CORPORATION SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN | MADISON WI | 105 | $9.8M | $54K |
| 5 | ROGER CLEVELAND GOLF CO., INC. ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN | HUNTINGTON BEACH CA | 589 | $53.8M | $25K |
| 6 | BUD CLARY CHEVROLET, INC. BUD CLARY AUTOMOTIVE GROUP 401(K) PLAN | LONGVIEW WA | 586 | $16.0M | $24K |
| 7 | STRATEGIC BUSINESS SYSTEMS, INC. STRATEGIC BUSINESS SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 100 | $10.5M | $10K |
| 8 | LANDMARK FORD, INC. LANDMARK FORD, INC. 401(K) PLAN | TIGARD OR | 159 | $13.0M | $8K |
| 9 | TEXAS SPINE AND JOINT HOSPITAL, LLC TEXAS SPINE AND JOINT HOSPITAL 401(K) PROFIT SHARING PLAN | TYLER TX | 485 | $27.7M | $5K |
| 10 | DICK BROWNING, INC. BROWNING 401(K) SAVINGS PLAN | CERRITOS CA | 636 | $31.0M | $5K |
