Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Victory Portfolios Victory Sycamore Established Value Fund in their Schedule of Assets, totaling $342K 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 | SOUTHEASTERN RETINA ASSOCIATES, PC SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN | KNOXVILLE TN | 241 | $37.3M | $342K |
