Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Victory Integrity Small-Cap Value Y in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIO MACHINERY CO. OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN | BROADVIEW HEIGHTS OH | 1,181 | $138.6M | $3.2M |
| 2 | OHIO MACHINERY CO. OHIO CAT UNION 401K PLAN | BROADVIEW HEIGHTS OH | 561 | $22.6M | $751K |
| 3 | FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW PACIFIC DEALERSHIP GROUP RETIREMENT PLAN |
GLENDALE CA |
| 171 |
| $20.1M |
| $730K |
| 4 | PUBLICATIONS INTERNATIONAL, LTD. PUBLICATIONS INTERNATIONAL, LTD. SAVINGS PLAN | MORTON GROVE IL | 91 | $16.7M | $368K |
| 5 | BERRY PETROLEUM COMPANY, LLC BERRY PETROLEUM COMPANY, LLC 401(K) PLAN | BAKERSFIELD CA | 1,055 | $88.7M | $241K |