Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS in their Schedule of Assets, totaling $26.1M 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 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. 401(K) PLAN | FOLSOM NJ | 1,267 | $245.0M | $8.2M |
| 2 | DYNAMIC RESOURCE GROUP, INC. DYNAMIC RESOURCE GROUP EMPLOYEES RETIREMENT PLAN | BERNE IN | 438 | $33.4M | $2.4M |
| 3 | UNITED REFINING COMPANY |
WARREN PA |
| 503 |
| $90.6M |
| $2.3M |
| 4 | FARNSWORTH GROUP, INC. FARNSWORTH GROUP, INC. 401(K) PLAN | BLOOMINGTON IL | 579 | $104.4M | $2.2M |
| 5 | BAYTEX ENERGY USA, INC. BAYTEX ENERGY USA, INC. 401K PLAN | HOUSTON TX | 143 | $22.0M | $1.4M |
| 6 | RANGER OIL CORPORATION RANGER OIL CORPORATION 401K PLAN | HOUSTON TX | 138 | $19.2M | $1.3M |
| 7 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $1.2M |
| 8 | SHARED SERVICES, LLC SHARED SERVICES 401(K) PLAN | CINCINNATI OH | 149 | $20.7M | $1.1M |
| 9 | HALL FINANCIAL GROUP, LTD HALL FINANCIAL GROUP EMPLOYEE SAVINGS PLAN & TRUST | DALLAS TX | 281 | $37.4M | $1.0M |
| 10 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $994K |
