Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Victory Victory—Sycamore Established Value R6 in their Schedule of Assets, totaling $64.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $21.4M |
| 2 | MORRISON COHEN LLP MORRISON COHEN RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 186 | $126.8M | $6.3M |
| 3 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN |
NORWALK CT |
| 10,066 |
| $198.2M |
| $5.4M |
| 4 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $4.0M |
| 5 | TRIMAC TRANSPORTATION INC. TRIMAC TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,225 | $39.2M | $2.4M |
| 6 | PRESIDENT AND TRUSTEES OF BATES COLLEGE BATES COLLEGE MONEY PURCHASE PENSION PLAN | LEWISTON ME | 750 | $173.0M | $2.4M |
| 7 | HARDESTY & HANOVER HOLDING,LLC HARDESTY & HANOVER EMPLOYEES' 401(K) PROFIT SHARING PLAN | NEW YORK NY | 633 | $138.5M | $2.1M |
| 8 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $1.8M |
| 9 | CAPITAL DISTRICT PHYSICIANS HEALTH PLAN, INC. CAPITAL DISTRICT PHYSICIANS' HEALTH PLAN, INC. 401(K) PROFIT SHARING PLAN | LATHAM NY | 1,320 | $267.2M | $1.8M |
| 10 | HEALTHALLIANCE HOSPITAL - MARY'S AVENUE CAMPUS HEALTHALLIANCE 403(B) PLAN | KINGSTON NY | 1,286 | $103.1M | $1.8M |
