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Victory Capital Management

Matched across 54 name variants in the filings

Victory Capital Management summary

Victory Capital Management appears on 96 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $90.2B in assets for 953,722 participants. The median client plan holds $200M. Most client plans are sponsored in NY, PA and CA. The largest clients by plan assets are The Goldman Sachs Group, Inc., BD of Trustees Sheet Metal Workers' National Pension Fund and Deseret Mutual Benefit Administrators. Plans reported $11.4M in direct and indirect compensation paid to Victory Capital Management. The median is $24K per plan.

Participants
953,722
Median plan assets
$200M
Median plan participants
1,862
Median fees per plan
$24K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
The Goldman Sachs Group, Inc.NY$14.6B50,430
BD of Trustees Sheet Metal Workers' National Pension FundVA$10.0B153,043
Deseret Mutual Benefit AdministratorsUT$7.5B31,547
Board of Trustees, So CA UFCW Unions & Food EmployersCA$6.5B199,927
Bot of the North Atlantic States Carpenters Pension FundMA$5.4B45,320
Aetna Inc.CT$5.3B48,232
Bot of the North Atlantic States Carpenters Guaranteed Annuity FundMA$4.0B23,769
Valero Energy CorporationTX$2.9B11,844
Duke UniversityNC$2.8B40,202
BD of Trustees Local 705 I.B. of T. Pension Trust FundIL$2.1B15,253
Service Corporation IntlTX$2.0B28,075
Sheet Metal Workers Pension TrustCA$1.7B13,026
W PA Teamsters & Employers PensionPA$1.7B19,152
Equifax, IncGA$1.7B9,202
Board of Trustees Indiana State Council of Carpenters Pension FundMI$1.4B17,170
The Guardian Life Insurance Company of AmericaNY$1.2B7,281
Local No. 731, I.B. of T., Pension FundIL$1.1B8,408
Laborers District Council of W PA P Pension Fund Board of TrusteesPA$1.1B16,300
Idaho Power CompanyID$1.0B4,833
BRD of Ttees UFCW Local One Pension FundNY$1.0B17,945
Pentair IncMN$1.0B6,776
Dealer Computer Services, Inc.OH$979M7,804
UFCW Union & Participating Food Industry Employers Tri-State Pension FPA$896M27,068
BD of Trustees PDC Pension FundMA$806M4,737
Trustees of the Smart Local 265 Pension FundIL$607M3,363

Top client states

  • NY9 plans
  • PA9 plans
  • CA8 plans
  • MI7 plans
  • CO5 plans

Frequently asked questions

Who uses Victory Capital Management?
96 retirement plans list Victory Capital Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Goldman Sachs Group, Inc., BD of Trustees Sheet Metal Workers' National Pension Fund, Deseret Mutual Benefit Administrators, Board of Trustees, So CA UFCW Unions & Food Employers and Bot of the North Atlantic States Carpenters Pension Fund. Most client plans are sponsored in NY, PA and CA.
How many plans does Victory Capital Management serve?
Victory Capital Management serves 96 retirement plans with $90.2B in plan assets and 953,722 participants, based on the latest Form 5500 filings through 2024.
What does Victory Capital Management charge?
Plans reported $11.4M in total Schedule C compensation paid to Victory Capital Management. The median plan paid $24K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served96+21 YoYRank #238 of mapped providers
Assets under administration$90.2B0.1%Rank #175 by share of filed assets
Fees received$11MMedian $24,382/planSum across Schedule C direct + indirect
Net wins YoY+615 won - 9 lostPlan-level switch detection

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