# Victory Capital Management Inc.
Source: https://planprovider.pro/provider/victory-capital-management-inc

> Tracing its roots to 1894, Victory Capital’s modern firm was formed in 2001 and is publicly traded on Nasdaq. Headquartered in San Antonio in the South Texas…

Retirement Plan Advisor

San Antonio, TX

## About Victory Capital Management Inc.

<p>Tracing its roots to 1894, Victory Capital’s modern firm was formed in 2001 and is publicly traded on Nasdaq. Headquartered in San Antonio in the South Texas region, with an additional office in Columbus, Ohio, the company works with retirement plan sponsors as a <a href="/plan-advisors">plan advisor</a>.</p>

<p>Victory Capital Management Inc. supports plan fiduciaries through 3(21) and 3(38) services, helping sponsors document decisions and manage investment oversight. As of 2026, the firm reports $323.2B in AUM.</p>

<p>The business is organized around specialized Investment Franchises—independent investment brands running distinct strategies—supported by a centralized operations and distribution platform. That setup is a practical differentiator for plan committees that want access to multiple investment approaches under one provider relationship.</p>

<p>Victory Capital also runs a Solutions Platform with multi-asset, multi-manager, quantitative, and rules-based strategies, including VictoryShares ETFs, which may be used in retirement plan lineups where appropriate.</p>

<ul>
<li>3(21) co-fiduciary investment advice</li>
<li>3(38) discretionary investment management</li>
<li>Access to multiple Investment Franchises under one platform</li>
<li>Multi-asset and multi-manager solutions, including VictoryShares ETFs</li>
</ul>

Website: [https://www.vcm.com/](https://www.vcm.com/)

## Office Locations

- San Antonio, TX (Headquarters)

- Columbus, OH

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $323.2B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| THE GOLDMAN SACHS 401(K) PLAN|
THE GOLDMAN SACHS GROUP, INC., NY|
$12.8B|
23,891|

| UBS 401(K) PLAN TRUST|
UBS AG, NJ|
$10.2B|
24,260|

| CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN|
THE CLEVELAND CLINIC FOUNDATION, OH|
$9.2B|
68,206|

| DESERET MUTUAL MASTER RETIREMENT PLAN|
DESERET MUTUAL BENEFIT ADMINISTRATORS, UT|
$7.0B|
9,784|

| N. ATLANTIC STATES CARP. PENSION FUND|
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUND, MA|
$4.9B|
16,341|

| 401(k) Retirement Plan|
Healthcare Sponsor, MA|
$3.7B|
10,412|

| 401(k) Retirement Plan|
Manufacturing Sponsor, TX|
$2.6B|
6,554|

| 401(k) Retirement Plan|
Professional Services Sponsor, PA|
$1.6B|
3,616|

| 401(k) Retirement Plan|
Technology Sponsor, NY|
$1.3B|
2,563|

### 
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