Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value Fund ‐ R6 in their Schedule of Assets, totaling $13.6M 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 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $9.5M |
| 2 | SELECT WATER SOLUTIONS, INC. SELECT WATER SOLUTIONS, INC. 401(K) PLAN | GAINESVILLE TX | 4,127 | $126.2M | $3.0M |
| 3 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN |
HUDSON OH |
| 521 |
| $39.0M |
| $518K |
| 4 | LMC ENTERPRISES LMC ENTERPRISES 401(K) PLAN | PARAMOUNT CA | 134 | $17.1M | $454K |
| 5 | TZERO GROUP, INC. TZERO GROUP, INC. 401(K) PLAN | SALT LAKE CITY UT | 64 | $13.2M | $97K |
| 6 | EAST TEXAS FINANCIAL CORPORATION EAST TEXAS FINANCIAL CORPORATION 401(K) PLAN | KILGORE TX | 106 | $12.9M | $96K |
| 7 | ADVISORTRUST, INC. 401(K) SIMPLIFIED | SIOUX FALLS SD | 543 | $18.9M | $2K |
