Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding VIC PIO STRATEGIC INCOME Y in their Schedule of Assets, totaling $2.2M 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 | PANNELL KERR FORSTER OF TEXAS PC PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN | HOUSTON TX | 100 | $43.4M | $1.1M |
| 2 | HICKS NURSERIES, INC. HICKS 401K PLAN | WESTBURY NY | 153 | $10.1M | $597K |
| 3 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN |
OREM UT |
| 289 |
| $24.9M |
| $191K |
| 4 | APCO GRAPHICS, INC. APCO GRAPHICS, INC. 401(K) PLAN | ATLANTA GA | 101 | $13.7M | $176K |
| 5 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $101K |
| 6 | FRANCONIA-SPRINGFIELD SURGERY INOVA SURGERY CENTERS 401(K) PLAN | ALEXANDRIA VA | 378 | $26.6M | $73K |
| 7 | AUDLEY TRAVEL US, INC. AUDLEY TRAVEL US, INC. 401K PS PLAN | BOSTON MA | 219 | $8.8M | $2K |
