Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Victory Trivalent International Small Cap - in their Schedule of Assets, totaling $1.9M 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 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $1.4M |
| 2 | SEIU LOCAL 503, OREGON PUBLIC EMPLOYEES UNION SEIU LOCAL 503 RETIREMENT PLAN | SALEM OR | 174 | $32.9M | $370K |
| 3 | MONTECITO BANK AND TRUST MB&T SALARY SAVING PLAN |
SANTA BARBARA CA |
| 273 |
| $45.9M |
| $93K |
| 4 | THE TOWBES GROUP, INC. THE TOWBES GROUP SALARY SAVINGS PLAN | SANTA BARBARA CA | 110 | $10.5M | $29K |
