Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory URSBX - Victory Short Term Bond Fund R6 Shares in their Schedule of Assets, totaling $1.6M 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 | ASPEN HR PEO LLC ASPEN HR PEO LLC RETIREMENT SAVINGS PLAN | CLEARWATER FL | 3,340 | $148.6M | $749K |
| 2 | TRANSPORT LABOR CONTRACT/ LEASING, INC. TLC RETIREMENT SAVINGS PLAN | ORLANDO FL | 4,757 | $97.7M | $609K |
| 3 | SPIRIT HUMAN RESOURCES, LLC SPIRIT HUMAN RESOURCES, LLC RETIREMENT SAVINGS |
OKLAHOMA CITY OK |
| 379 |
| $20.0M |
| $166K |
| 4 | LIST INDUSTRIES, INC. LIST INDUSTRIES, INC. 401(K) RETIREMENT PLAN | DEERFIELD BEACH FL | 459 | $18.1M | $19K |
| 5 | CURRENT HR CURRENT HR 401(K) PLAN | FORT WRIGHT KY | 565 | $8.1M | $7K |
