Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Capital Victory Sycamore Established Value N/R in their Schedule of Assets, totaling $3.0M 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 | LOUDON MEDICAL GROUP, P.C. LOUDOUN MEDICAL GROUP RETIREMENT PLAN | LEESBURG VA | 1,451 | $199.6M | $2.3M |
| 2 | ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC ANDREWS DISTRIBUTING COMPANY 401(K) PLAN | DALLAS TX | 1,888 | $110.0M | $706K |