Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Victory Trivalent International Sm-Cp I in their Schedule of Assets, totaling $588K 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 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | FORT WASHINGTON PA | 467 | $116.5M | $563K |
| 2 | GILLMAN NORTH, LLC TEAM GILLMAN 401(K) PLAN | HOUSTON TX | 600 | $13.0M | $20K |
| 3 | INFINITY TECHNOLOGY SERVICES, LLC INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN |
COLORADO SPRINGS CO |
| 127 |
| $4.5M |
| $5K |
