Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Capital Sycamore Established Value in their Schedule of Assets, totaling $2.7M 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 | HOSHIZAKI USA HOLDINGS, INC. HOSHIZAKI USA HOLDINGS, INC. RETIREMENT PLAN | PEACHTREE CITY GA | 1,731 | $117.0M | $2.5M |
| 2 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY ST. JOHNSBURY ACADEMY 403(B) RETIREMENT PLAN | SAINT JOHNSBURY VT | 224 | $41.5M | $149K |
| 3 | BOHEMIAN HOME FOR THE AGED |
NAPERVILLE IL |
| 171 |
| $8.4M |
| $48K |
