Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Funds Victory Sycamore Established Value Fund (R6) in their Schedule of Assets, totaling $201.5M 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 | INSPERITY HOLDINGS, INC. INSPERITY 401K PLAN | KINGWOOD TX | 177,974 | $9.4B | $181.2M |
| 2 | INSPERITY HOLDINGS, INC. INSPERITY CORPORATE 401K PLAN | KINGWOOD TX | 4,616 | $646.8M | $20.3M |
