Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VICTORY SYCAMORE EST VAL FD I MUTUAL FUNDS in their Schedule of Assets, totaling $20.7M 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 | CHEMED CORPORATION CHEMED/ROTO ROOTER SAVINGS & RETIREMENT PLAN | CINCINNATI OH | 3,782 | $371.1M | $18.5M |
| 2 | AMPLIFY ENERGY SERVICES LLC AMPLIFY ENERGY SERVICES LLC 401(K) PLAN | HOUSTON TX | 231 | $37.9M | $1.1M |
| 3 | MCHUGH ENTERPRISES, INC. MCHUGH ENTERPRISES, INC. 401(K) PLAN |
CHICAGO IL |
| 146 |
| $31.7M |
| $748K |
| 4 | SCHAUMBURG TOYOTA, INC. SCHAUMBURG TOYOTA, INC. PROFIT SHARING AND 401(K) PLAN | SCHAUMBURG IL | 273 | $33.7M | $344K |
