Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Victory Established Value I - in their Schedule of Assets, totaling $21.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENVESTNET FINANCIAL TECHNOLOGIES, INC. ENVESTNET 401(K) RETIREMENT PLAN | BERWYN PA | 1,602 | $347.3M | $9.9M |
| 2 | PARR BROWN GEE & LOVELESS, A PROFESSIONAL CORPORATION PARR BROWN PROFIT SHARING PLAN | SALT LAKE CITY UT | 118 | $127.3M | $5.6M |
| 3 | SALEM CLINIC, P.C. |
SALEM OR |
| 514 |
| $118.9M |
| $4.9M |
| 4 | REPUBLIC STEEL REPUBLIC STEEL 401(K) PLAN | CANTON OH | 25 | $28.0M | $869K |
