Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Sycmr Established Value F Pooled Separate Account in their Schedule of Assets, totaling $1.2M 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 | AMERICAN PORTFOLIO MORTGAGE CORPORATION AMERICAN PORTFOLIO MORTGAGE CORPORATION 401(K) PLAN | PALATINE IL | 217 | $9.7M | $239K |
| 2 | TOWN SQUARE MORTGAGE & INVESTMENTS, LLC TOWN SQUARE MORTGAGE & INVESTMENTS, LLC 401(K) PLAN | DALLAS TX | 56 | $6.9M | $219K |
| 3 | RCSS HOLDINGS, INC. |
BOWLING GREEN KY |
| 249 |
| $13.0M |
| $214K |
| 4 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $192K |
| 5 | NELSON & SONS CONSTRUCTION CO, INC. EMPLOYEE BENEFIT PLAN OF NELSON & SONS | WOODINVILLE WA | 99 | $14.7M | $190K |
| 6 | UNILODE AVIATION SOLUTIONS UNILODE AVIATION SOLUTIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 228 | $8.4M | $82K |
| 7 | LEGACY TRANSPORTATION SERVICES, INC. LEGACY TRANSPORTATION 401(K) PLAN | SAN JOSE CA | 185 | $10.3M | $20K |
