Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Syc Small Co Opp R6 Registered Investment Company in their Schedule of Assets, totaling $44.9M 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 | ARCTIC SLOPE REGIONAL CORPORATION ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN | ANCHORAGE AK | 15,212 | $1.5B | $22.8M |
| 2 | PELLA CORPORATION PELLA CORPORATION MASTER TRUST | PELLA IA | — | $1.1B | $15.2M |
| 3 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC |
DAYTONA BEACH FL |
| 4,912 |
| $248.0M |
| $2.6M |
| 4 | WYRICK ROBBINS YATES & PONTON LLP WYRICK ROBBINS YATES & PONTON LLP 401(K) PROFIT SHARING PLAN | RALEIGH NC | 174 | $101.7M | $2.2M |
| 5 | NATIONAL INSTRUMENTS CORPORATION NATIONAL INSTRUMENTS 401(K) PLAN | AUSTIN TX | 0 | $778.7M | $993K |
| 6 | MALONEY & NOVOTNY LLC MALONEY & NOVOTNY LLC 401K SAVINGS PLAN AND TRUST | CLEVELAND OH | 150 | $24.9M | $583K |
| 7 | HOUSTON ASTROS, LLC HOUSTON ASTROS, LLC 401K SAVINGS PLAN AND TRUST | HOUSTON TX | 521 | $59.2M | $482K |
| 8 | VINYL NORTHWEST, LLC DBA PELLA-VINYL PORTLAND OPERATIONS PELLA-VINYL PORTLAND OPERATIONS 401(K) PLAN | PORTLAND OR | 177 | $2.3M | $34K |
| 9 | CORZA MEDICAL INC. CORZA MEDICAL 401(K) PLAN | WESTWOOD MA | 371 | $36.3M | $17K |
