Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Sycamore Est Value R6 in their Schedule of Assets, totaling $1.6M 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 | HERZOG CONTRACTING CORP. HERZOG CONTRACTING CORP. 401(K) PLAN | ST JOSEPH MO | 1,593 | $154.0M | $611K |
| 2 | CSRS, LLC CSRS, INC. PROFIT SHARING 401(K) PLAN | BATON ROUGE LA | 165 | $16.5M | $312K |
| 3 | P97 NETWORKS, LLC P97 NETWORKS 401(K) PLAN |
| 123 |
| $9.6M |
| $209K |
| 4 | PHILLIPS EDISON & COMPANY LTD PHILLIPS EDISON & CO. 401(K) SAVINGS PLAN | CINCINNATI OH | 320 | $56.4M | $202K |
| 5 | TRANSITAMERICA SERVICES, INC. TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION | SAN JOSE CA | 436 | $20.1M | $130K |
| 6 | DUBUQUE INTERNAL MEDICINE PC DBA GRAND RIVER MEDICAL GROUP GRAND RIVER MEDICAL GROUP RETIREMENT PLAN | DUBUQUE IA | 332 | $91.3M | $108K |
| 7 | HERZOG TRANSIT SERVICES, INC. HERZOG TRANSIT SERVICES, INC. 401(K) PLAN - UNION | IRVING TX | 360 | $14.3M | $77K |