Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Victory Sycamore Established Value Fund in their Schedule of Assets, totaling $7.2M 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 | KRONES, INC. KRONES, INC. 401(K) SAVINGS PLAN | FRANKLIN WI | 1,356 | $242.7M | $6.3M |
| 2 | TRACHTE BUILDING SYSTEMS, INC. TRACHTE BUILDING SYSTEMS, INC. 401(K) PLAN | SUN PRAIRE WI | 248 | $31.4M | $834K |
| 3 | TRACHTE BUILDING SYSTEMS, INC. TRACHTE BUILDING SYSTEMS, INC. 401(K) EMPLOYEE RETIREMENT PLAN |
SUN PRAIRE WI |
| 168 |
| $5.9M |
| $109K |
