Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Trivalent Intl Small-Cap R6 Mutual fund in their Schedule of Assets, totaling $979K 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 | HOPE COLLEGE HOPE COLLEGE INVEST PLAN | HOLLAND MI | 1,101 | $207.5M | $446K |
| 2 | PATHFINDER INTERNATIONAL PATHFINDER INTERNATIONAL RETIREMENT PLAN | WASHINGTON DC | 67 | $31.9M | $446K |
| 3 | AVESTA HOUSING DEVELOPMENT CORP. AVESTA HOUSING DEVELOPMENT CORP. 401(K) PLAN |
PORTLAND ME |
| 258 |
| $12.0M |
| $65K |
| 4 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $23K |
