Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Value Inst * Registered Investment Company Victory Sycamore Est Value CI R6 in their Schedule of Assets, totaling $139K 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 | PERSEUS HOUSE, INC. PERSEUS HOUSE INC RETIREMENT PLAN | ERIE PA | 119 | $7.7M | $139K |
