Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Victory Sycamore Established Value Fund Class R6 in their Schedule of Assets, totaling $715K 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 | ANGEL OAK COMPANIES ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 266 | $28.4M | $431K |
| 2 | ADELMAN TRAVEL SYSTEMS, INC. ADELMAN TRAVEL SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | MILWAUKEE WI | 166 | $13.5M | $244K |
| 3 | SEA WATCH INTERNATIONAL, LTD. |
EASTON MD |
| 173 |
| $15.0M |
| $40K |
