Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value - in their Schedule of Assets, totaling $14.2M 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 | MACERICH PROPERTY MANAGEMENT COMPANY LLC. MACERICH PROPERTY MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 618 | $226.0M | $6.5M |
| 2 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN I | PHILADELPHIA PA | 271 | $188.2M | $2.7M |
| 3 | ATCS, PLC |
HERNDON VA |
| 292 |
| $35.6M |
| $2.0M |
| 4 | ALTER DOMUS INC. ALTER DOMUS 401(K) PLAN | CHICAGO IL | 1,658 | $120.7M | $1.6M |
| 5 | HACKLEY SCHOOL HACKLEY SCHOOL 403(B) DC AND TDA PLAN | TARRYTOWN NY | 265 | $109.1M | $624K |
| 6 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG, LLP RETIREMENT PLAN II | PHILADELPHIA PA | 153 | $31.6M | $472K |
| 7 | STRADLEY, RONON, STEVENS & YOUNG, LLP STRADLEY, RONON, STEVENS & YOUNG LLP 401(K) PLAN | PHILADELPHIA PA | 137 | $17.3M | $318K |
| 8 | TRANSOCEAN RESOURCES MANAGEMENT INC. YAMIBUY 401K PLAN | BREA CA | 102 | $4.0M | $23K |
