Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory S SMCO OP R6 Registered Investment Company in their Schedule of Assets, totaling $351K 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 | MASON CONSTRUCTION, LLC MASON CONSTRUCTION 401(K) PROFIT SHARING PLAN | BEAUMONT TX | 402 | $38.0M | $323K |
| 2 | AG CONSULTING PARTNERS AG CONSULTING PARTNERS 401(K) PLAN | NEWCASTLE WA | 100 | $5.3M | $22K |
| 3 | PLANISWARE USA, INC. PLANISWARE 401(K) PLAN |
SAN FRANCISCO CA |
| 168 |
| $25.6M |
| $6K |
