Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Victory Sycamore Est Val R6 Fd in their Schedule of Assets, totaling $42.9M 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 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $14.1M |
| 2 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | LANSING MI | 237 | $27.7M | $3.8M |
| 3 | RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN |
LAKEWOOD NJ |
| 366 |
| $53.2M |
| $2.8M |
| 4 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $2.3M |
| 5 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $1.9M |
| 6 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $1.7M |
| 7 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $1.4M |
| 8 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $1.4M |
| 9 | SATELLITE SERVICES, INC. SATELLITE SERVICES, INC. 401(K) PROFIT SHARING PLAN | MARQUETTE MI | 159 | $9.0M | $1.3M |
| 10 | WOODBURY UNIVERSITY PENSION PLAN FOR EMPLOYEES OF WOODBURY UNIVERSITY | BURBANK CA | 37 | $17.9M | $1.2M |
