Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding VIC PIO STRATEGIC INCOME R6 in their Schedule of Assets, totaling $4.5M 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 | OVERLAND WEST, INC. OVERLAND WEST, INC. 401(K) PROFIT SHARING PLAN | OGDEN UT | 245 | $36.6M | $1.7M |
| 2 | RECORDED BOOKS, INC. RECORDED BOOKS, INC. 401(K) SAVINGS PLAN | LANDOVER MD | 326 | $30.9M | $630K |
| 3 | KING SOLUTIONS, INC. KING SOLUTIONS, INC. 401K PROFIT SHARING PLAN & TRUST |
MAPLE GROVE MN |
| 127 |
| $13.4M |
| $367K |
| 4 | DSI HOLDINGS CORPORATION DSI HOLDINGS CORPORATION 401(K) PLAN | DOWNERS GROVE IL | 371 | $12.6M | $338K |
| 5 | PCH HOTELS AND RESORTS, INC. PCH HOTELS AND RESORTS, INC. 401(K) PLAN | MOBILE AL | 1,342 | $28.3M | $248K |
| 6 | BECHT ENGINEERING CO., INC. BECHT ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN | LIBERTY CORNER NJ | 184 | $29.4M | $246K |
| 7 | SAMSON INVESTMENT HOLDING CO. SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST | HIGH POINT NC | 1,134 | $40.6M | $177K |
| 8 | ALIGN COMMUNICATIONS, INC. ALIGN COMMUNICATIONS, INC. PROFIT SHARING PLAN & TRUST | NEW YORK NY | 173 | $23.8M | $123K |
| 9 | BEAM THERAPEUTICS, INC. BEAM THERAPEUTICS, INC. 401(K) RETIREMENT PLAN | CAMBRIDGE MA | 479 | $47.6M | $122K |
| 10 | DRAGONFLY THERAPEUTICS, INC DRAGONFLY THERAPEUTICS 401(K) PLAN | WALTHAM MA | 124 | $9.3M | $114K |
