Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Sycamore Est Value R6 Registered investment company in their Schedule of Assets, totaling $2.3M 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 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN | SAN LEANDRO CA | 1,036 | $99.0M | $1.8M |
| 2 | GOODWILL INDUSTRIES OF ORANGE COUNTY, CALIFORNIA 403B THRIFT PLAN FOR GOODWILL INDUSTRIES OF ORANGE COUNTY, CA | SANTA ANA CA | 1,574 | $31.6M | $492K |
