Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $3.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Victory Sycamore EST Value, Victory Sycamore EST Value R, Victory Sycamore EST Value I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ARROW DENTAL, PLLC ARROW DENTAL 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 402 | $36.0M | $721K |
| 2 | BST CONSULTANTS. INC. BST CONSULTANTS. INC. 401 (K) PLAN | TAMPA FL | 188 | $44.3M | $415K |
| 3 | J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE MI | 142 | $15.4M | $235K |
| 4 | PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS | OAK BROOK IL | 1,476 | $99.4M | $220K |
| 5 | LTC PHARMACY MANAGEMENT, LLC LTC PHARMACY MANAGEMENT, LLC 401(K) PLAN | ALEXANDRIA LA | 196 | $10.8M | $205K |
| 6 | THE BARNES FIRM LC THE BARNES FIRM LC 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 158 | $12.2M | $170K |
| 7 | BADGER SPORTSWEAR, LLC BADGER SPORTSWEAR, LLC 401(K) RETIREMENT SAVINGS PLAN | STATESVILLE NC | 235 | $19.4M | $137K |
| 8 | SPARQ HOLDINGS, INC. AMPLIFY CONSULTING PARTNERS, INC. 401(K) PLAN | BELLEVUE WA | 103 | $5.7M | $131K |
| 9 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 691 | $74.6M | $114K |
| 10 | AMPLIFY CONSULTING PARTNERS, INC. AMPLIFY CONSULTING PARTNERS, INC. 401(K) PLAN | BELLEVUE WA | 100 | $4.6M | $108K |
