Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value Fund Class R6 in their Schedule of Assets, totaling $21.4M 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 | SULZER US HOLDING INC. SULZER EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,435 | $547.0M | $8.3M |
| 2 | NUTRACEUTICAL CORPORATION BETTER BEING CO. RETIREMENT PLAN | OGDEN UT | 869 | $63.4M | $5.4M |
| 3 | CORNERSTONE ONDEMAND, INC. CORNERSTONE ONDEMAND INC. 401(K) PROFIT SHARING PLAN |
SANTA MONICA CA |
| 1,159 |
| $195.8M |
| $3.9M |
| 4 | PACIRA BIOSCIENCES, INC. PACIRA BIOSCIENCES, INC 401(K) SALARY SAVINGS PLAN | PARSIPPANY NJ | 782 | $126.0M | $2.0M |
| 5 | WEBASTO ROOF SYSTEMS INC. ONE WEBASTO 401(K) RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 2,572 | $166.8M | $927K |
| 6 | REEDS JEWELERS, INC. REEDS JEWELERS, INC. 401(K) PROFIT SHARING RETIREMENT PLAN | WILMINGTON NC | 753 | $34.9M | $302K |
| 7 | WESBURY UNITED METHODIST COMMUNITY WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN | MEADVILLE PA | 337 | $11.5M | $276K |
| 8 | SANITAS USA, INC. SANITAS USA, INC. 401(K) PLAN | DORAL FL | 2,102 | $21.5M | $82K |
| 9 | HORIZON HEALTH SERVICES, INC THE HORIZON CORPORATIONS RETIREMENT PLAN | GETZVILLE NY | 832 | $45.8M | $72K |
| 10 | WAVEPOINT 3PL, INC. WAVEPOINT 3PL 401(K) PLAN | NORTH EAST PA | 293 | $3.8M | $64K |
