Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Vic Syc Estblshd Val I Mutual fund in their Schedule of Assets, totaling $1.3M 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 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $808K |
| 2 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $258K |
| 3 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN |
CLEARWATER FL |
| 272 |
| $4.0M |
| $106K |
| 4 | AREA AGENCY ON AGING DISTRICT 7 AREA AGENCY ON AGING DISTRICT 7 403B PLAN | JACKSON OH | 193 | $8.3M | $63K |
| 5 | MAZZONI CENTER MAZZONI CENTER 403(B) PLAN | PHILADELPHIA PA | 137 | $5.7M | $27K |
| 6 | ROBERT RESOURCES, L.L.C. ROBERT RESOURCES, L.L.C. RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 491 | $4.7M | $4K |
