Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Sycmr Sm Comp Opp F R6 Registered Investment Company in their Schedule of Assets, totaling $10.1M 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 | PROVIA PAYROLL, LLC PROVIA 401K PLAN | SUGARCREEK OH | 2,099 | $115.4M | $5.4M |
| 2 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $1.8M |
| 3 | GRAY MANUFACTURING COMPANY, INC. GRAY MANUFACTURING COMPANY, INC. RETIREMENT PLAN |
ST JOSEPH MO |
| 221 |
| $27.1M |
| $1.4M |
| 4 | COMMUNITY HEALTH CONNECTIONS COMMUNITY HEALTH CONNECTIONS 401K PLAN | FITCHBURG MA | 370 | $17.5M | $526K |
| 5 | DILL AIR PRODUCTS LLC DILL AIR CONTROLS PRODUCTS LLC 401K PROFIT SHARING PLAN AND TRUST | OXFORD NC | 146 | $7.6M | $344K |
| 6 | CHESAPEAKE FINANCIAL SHARES, INC. CHESAPEAKE FINANCIAL SHARES, INC. 401K PROFIT SHARING PLAN | KILMARNOCK VA | 281 | $37.8M | $308K |
| 7 | MANET COMMUNITY HEALTH CENTER INC MANET COMMUNITY HEALTH CENTER, INC TAX SHELTERED ANNUITY PLAN | NORTH QUINCY MA | 167 | $11.3M | $119K |
| 8 | SCITON INC. SCITON INC. 401(K) PROFIT SHARING PLAN & TRUST | PALO ALTO CA | 440 | $44.8M | $116K |
| 9 | J&J MAINTENANCE, INC. J&J WORLDWIDE SERVICES RETIREMENT PLAN | AUSTIN TX | 2,275 | $44.9M | $73K |
