Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value R6 in their Schedule of Assets, totaling $14.9M 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 | PRIMERICA, INC. PRIMERICA SAVINGS & INVESTMENT PLAN | DULUTH GA | 2,054 | $336.2M | $6.0M |
| 2 | TRAIL BLAZERS INC. TRAIL BLAZERS SAVINGS AND RETIREMENT PLAN | PORTLAND OR | 570 | $38.9M | $2.2M |
| 3 | C. F. MARTIN & CO. INC. C. F. MARTIN & CO., INC. 401(K) PLAN |
NAZARETH PA |
| 559 |
| $115.0M |
| $2.0M |
| 4 | AMERICAN PACIFIC MORTGAGE CORPORATION AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN | ROSEVILLE CA | 2,801 | $153.4M | $1.5M |
| 5 | MEADOWS & OHLY, LLC MEADOWS & OHLY, LLC 401(K) PROFIT SHARING PLAN | ALPHARETTA GA | 193 | $16.0M | $620K |
| 6 | FARMERS ALLIANCE MUTUAL INSURANCE COMPANY FARMERS ALLIANCE COMPANIES 401(K) PLAN | MCPHERSON KS | 246 | $59.1M | $595K |
| 7 | AUDIOCODES, INC. AUDIOCODES, INC. 401(K) PLAN | PISCATAWAY NJ | 176 | $35.4M | $403K |
| 8 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP NONPARTNER ATTORNEY 401(K) PLAN | SAN DIEGO CA | 179 | $21.2M | $340K |
| 9 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 0 | $0 | $315K |
| 10 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $273K |
