Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Est Value Fund, Cl R6 Mutual fund in their Schedule of Assets, totaling $1.0M 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 | ANDESA SERVICES, INC. ANDESA SERVICES SAVINGS INCENTIVE PLAN | ALLENTOWN PA | 139 | $34.8M | $779K |
| 2 | DROPBOX, INC. DROPBOX 401(K) PLAN | SAN FRANCISCO CA | 1,740 | $541.6M | $163K |
| 3 | ELECTRO RENT CORPORATION ELECTRO RENT CORPORATION SAVINGS PLAN |
WEST HILLS CA |
| 252 |
| $64.7M |
| $70K |
