Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Est Val R6 Fd Registered investment company in their Schedule of Assets, totaling $3.9M 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 | COHU, INC. COHU, INC. EMPLOYEES' RETIREMENT PLAN | POWAY CA | 477 | $274.3M | $1.8M |
| 2 | FORCEPOINT LLC FORCEPOINT 401(K) RETIREMENT PLAN | AUSTIN TX | 446 | $122.4M | $1.6M |
| 3 | HAWTHORNE MACHINERY CO., A CALIFORNIA CORP HAWTHORNE CAT 401(K) RETIREMENT PLAN |
SAN DIEGO CA |
| 536 |
| $57.3M |
| $448K |
| 4 | ARIA COMMUNITY HEALTH CENTER ARIA COMMUNITY HEALTH CENTER 403(B) PLAN | LEMOORE CA | 425 | $7.3M | $11K |
