Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Funds Victory Sycamore Established Value Fund Class R6 in their Schedule of Assets, totaling $37.3M 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 | RECKITT BENCKISER LLC THE SAVINGS INVESTMENT PLAN FOR EMPLOYEES OF RECKITT BENCKISER LLC | PARSIPPANY NJ | 4,929 | $1.3B | $19.0M |
| 2 | ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN | ERIE PA | 6,803 | $1.4B | $17.7M |
| 3 | F & P AMERICA MANUFACTURING, INC. |
TROY OH |
| 1,776 |
| $79.5M |
| $549K |
| 4 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $26K |
