Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Voya Retirement Insurance & Annuity Company Victory Sycamore Established Value Fund in their Schedule of Assets, totaling $754K 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 | WELLSPRING PHILANTHROPIC FUND, INC. WELLSPRING PHILANTHROPIC FUND RETIREMENT PLAN | NEW YORK NY | 146 | $44.5M | $662K |
| 2 | RIVER HORSE LOGISTICS, LLC RIVERHORSE LOGISTICS, LLC RETIREMENT READINESS 401(K) PLAN | MEMPHIS TN | 357 | $3.1M | $92K |
