Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Victory Sycamore Est Value Fund, Class R6 Registered investment company in their Schedule of Assets, totaling $4.7M 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 | DOCUSIGN, INC. DOCUSIGN, INC. 401(K) PLAN | SAN FRANCISCO CA | 4,005 | $620.4M | $4.7M |
