Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value Fund Class A in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VENTURE CONSTRUCTION COMPANY VENTURE CONSTRUCTION COMPANY PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 246 | $50.7M | $475K |
| 2 | LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON OH | 1,037 | $37.4M | $345K |
| 3 | THERM-X OF CALIFORNIA, INC. |
HAYWARD CA |
| 289 |
| $14.0M |
| $333K |
| 4 | AMERICAN TRACK SERVICES, LLC AMERICAN TRACK SERVICES 401(K) PLAN | FT. WORTH TX | 419 | $7.4M | $23K |
