Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Capital Management Inc. Victory Sycamore Established Value Fund in their Schedule of Assets, totaling $645K 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 | EXEMPLIS LLC EXEMPLIS LLC 401(K) SAVINGS PLAN | CYPRESS CA | 578 | $45.6M | $445K |
| 2 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $143K |
| 3 | WTS INTERNATIONAL, LLC ARCH AMENITIES GROUP 401(K) SAVINGS PLAN |
ROCKVILLE MD |
| 3,494 |
| $17.2M |
| $45K |
| 4 | OPTIMA MEDICAL MANAGEMENT GROUP, INC. OPTIMA MEDICAL MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 176 | $2.8M | $12K |
