Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Victory Sycamore Est Val R6 Fd in their Schedule of Assets, totaling $69.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHENMED, LLC CHENMED, LLC 401(K) PLAN | MIAMI GARDENS FL | 4,572 | $217.8M | $23.5M |
| 2 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $14.1M |
| 3 | DTN MANAGEMENT COMPANY DTN MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN |
LANSING MI |
| 237 |
| $27.7M |
| $3.8M |
| 4 | RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN | LAKEWOOD NJ | 366 | $53.2M | $2.8M |
| 5 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $2.3M |
| 6 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN | OCONOMOWOC WI | 331 | $36.0M | $1.9M |
| 7 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $1.7M |
| 8 | PRC-SALTILLO PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN | WOOSTER OH | 298 | $28.7M | $1.5M |
| 9 | HABITAT FOR HUMANITY INTERNATIONAL, INC. HABITAT FOR HUMANITY 403(B) PLAN | AMERICUS GA | 653 | $94.1M | $1.4M |
| 10 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $1.4M |
