Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Capital Management Victory Sycamore Established Value R6 in their Schedule of Assets, totaling $10.2M 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 | UNIVERSITY OF RICHMOND UNIVERSITY OF RICHMOND DEFINED CONTRIBUTION RETIREMENT PLAN | RICHMOND VA | 1,880 | $685.5M | $9.3M |
| 2 | LEON MANAGEMENT INTERNATIONAL, LLC LEON MANAGEMENT INTERNATIONAL, LLC 401(K) PLAN | DORAL FL | 2,697 | $121.3M | $344K |
| 3 | ARKANSAS VALLEY REGIONAL MEDICAL CENTER |
LA JUNTA CO |
| 327 |
| $25.4M |
| $171K |
| 4 | CHOCOLATE DELIVERY SYSTEMS, INC. CHOCOLATE DELIVERY SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 105 | $3.2M | $157K |
| 5 | GALLO CATTLE COMPANY DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 222 | $11.6M | $116K |
| 6 | JOSEPH GALLO CHEESE COMPANY, LP DBA JOSEPH GALLO FARMS JOSEPH GALLO FARMS 401(K) PLAN | ATWATER CA | 231 | $16.8M | $23K |
| 7 | CALEDONIA FARMERS ELEVATOR COMPANY CALEDONIA FARMERS ELEVATOR COMPANY PROFIT SHARING 401(K) PLAN & TRUST | CALEDONIA MI | 116 | $10.9M | $21K |
