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 in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AXIENT, LLC AXIENT 401(K) PLAN | HUNTSVILLE AL | 1,796 | $318.8M | $6.2M |
| 2 | SWAN PRODUCTS LLC SWAN PRODUCTS LLC 401(K) PLAN | SANDY SPRINGS GA | 324 | $6.5M | $121K |
| 3 | PLYMOUTH PLACE, INC. PLYMOUTH PLACE, INC. 403(B) PLAN | LA GRANGE PARK IL |
| 346 |
| $8.1M |
| $60K |
| 4 | GPI, INCORPORATED PROFILE EXTRUSION COMPANY 401(K) PLAN | LOUISVILLE KY | 329 | $11.1M | $22K |
