Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS in their Schedule of Assets, totaling $5.3M 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 | BAYTEX ENERGY USA, INC. BAYTEX ENERGY USA, INC. 401K PLAN | HOUSTON TX | 143 | $22.0M | $1.4M |
| 2 | RANGER OIL CORPORATION RANGER OIL CORPORATION 401K PLAN | HOUSTON TX | 138 | $19.2M | $1.3M |
| 3 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN |
DEARBORN MI |
| 116 |
| $52.0M |
| $510K |
| 4 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $413K |
| 5 | DERBY INDUSTRIES, LLC DERBY INDUSTRIES, LLC 401(K) RETIREMENT PLAN | LOUISVILLE KY | 640 | $13.9M | $298K |
| 6 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $274K |
| 7 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $253K |
| 8 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $217K |
| 9 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $202K |
| 10 | THE BELT RAILWAY COMPANY OF CHICAGO THE BELT RAILWAY COMPANY OF CHICAGO 401(K) FOR COLLECTIVE BARGAINING EMPLOYEES | BEDFORD PARK IL | 384 | $21.4M | $156K |
