Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Funds Sycamore Established Value Fund in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GLOBAL HEALTHCARE EXCHANGE, INC. GLOBAL HEALTHCARE EXCHANGE 401(K) AND DEFINED CONTRIBUTION PLAN | LOUISVILLE CO | 1,041 | $161.7M | $3.3M |
| 2 | COA, INC. DBA COASTER COMPANY OF AMERICA COASTER COMPANY RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS CA | 294 | $31.6M | $894K |
| 3 | FIRST BANK CHICAGO |
HIGHLAND PARK IL |
| 144 |
| $50.5M |
| $140K |
| 4 | CASCADE CONNECTIONS CASCADE CONNECTIONS 401(K) PLAN | FERNDALE WA | 344 | $4.1M | $133K |
