Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Sycmr Est Vl Fd I Registered Investment Company in their Schedule of Assets, totaling $6.0M 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 | PENN ENGINEERING & MANUFACTURING PENN ENGINEERING 401(K) PLAN | DANBORO PA | 900 | $164.1M | $2.3M |
| 2 | FREED MAXICK CPAS, P. C. FREED MAXICK CPAS, P. C. 401K PLAN | BUFFALO NY | 344 | $100.8M | $1.6M |
| 3 | CRANE WORLDWIDE LOGISTICS, LLC CRANE COMPANIES 401K PLAN |
HOUSTON TX |
| 1,693 |
| $79.6M |
| $1.0M |
| 4 | EMPIRE AIRLINES INC. EMPIRE AIRLINES, INC. 401 (K) PROFIT SHARING PLAN | HAYDEN ID | 282 | $29.9M | $999K |
| 5 | GHOST MANAGEMENT GROUP, LLC GHOST MANAGEMENT GROUP, LLC 401(K) PLAN | IRVINE CA | 420 | $37.2M | $106K |
