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 in their Schedule of Assets, totaling $577K 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 | FIRST TEXAS HOMES, INC. FIRST TEXAS HOMES, INC. 401(K) PLAN | DALLAS TX | 236 | $13.5M | $387K |
| 2 | TEACHING STRATEGIES, LLC TEACHING STRATEGIES, LLC PROFIT SHARING PLAN | WASHINGTON DC | 411 | $40.5M | $153K |
| 3 | CIMA SERVICES MANAGEMENT, INC. CIMA 401(K) PLAN |
PASADENA TX |
| 300 |
| $8.3M |
| $37K |
