Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Trivalent International Sm-Cp I Registered investment company in their Schedule of Assets, totaling $3.4M 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 | OREGON ANESTHESIOLOGY GROUP, P.C. OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 195 | $385.8M | $3.0M |
| 2 | EYE HEALTH NORTHWEST, P.C. EYE HEALTH NORTHWEST, P.C. 401(K) PROFIT SHARING PLAN AND TRUST | MILWAUKIE OR | 473 | $92.9M | $282K |
| 3 | OURISMAN FAIRFAX TOYOTA |
FAIRFAX VA |
| 572 |
| $42.2M |
| $116K |
| 4 | BOULEVARD LABS, INC. BOULEVARD LABS, INC. 401(K) PLAN | LOS ANGELES CA | 235 | $7.6M | $6K |
