Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value Fund # in their Schedule of Assets, totaling $24.1M 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 | WINSTEAD PC WINSTEAD 401(K) SAVINGS AND PROFIT SHARING PLAN | DALLAS TX | 435 | $286.3M | $5.1M |
| 2 | INEOS PIGMENTS USA INC. INEOS SAVINGS AND INVESTMENT PLAN (SIP) | GLEN BURNIE MD | 453 | $148.7M | $3.9M |
| 3 | HAWKINS, INC. HAWKINS, INC. PROFIT SHARING PLAN |
ROSEVILLE MN |
| 888 |
| $138.8M |
| $3.0M |
| 4 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $2.3M |
| 5 | UNIVERSAL POOL COMPANY, INC UNIVERSAL POOL COMPANY, INC 401(K) SAVINGS PLAN | SOUTH HOLLAND IL | 381 | $19.1M | $2.0M |
| 6 | NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN | ESCONDIDO CA | 1,418 | $59.3M | $1.0M |
| 7 | SBM OFFSHORE USA, INC. SBM OFFSHORE USA, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 29 | $88.0M | $908K |
| 8 | FORD CONSTRUCTION COMPANY FORD CONSTRUCTION COMPANY PROFIT SHARING PLAN | DYERSBURG TN | 184 | $14.2M | $863K |
| 9 | MARIN COMMUNITY CLINICS MARIN COMMUNITY CLINICS 403(B) SAVINGS & INVESTMENT PLAN | NOVATO CA | 574 | $28.7M | $681K |
| 10 | WINSTEAD PC WINSTEAD NON-SHARE ATTY 401K SAVINGS & PROFIT SHARING PLAN | DALLAS TX | 156 | $35.2M | $559K |
