Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Sycamore Est. Value R6 Mutual Fund in their Schedule of Assets, totaling $7.9M 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 | FORMFACTOR, INC. FORMFACTOR, INC. 401(K) PLAN | LIVERMORE CA | 1,648 | $276.8M | $3.4M |
| 2 | GALLIKER DAIRY CO. GALLIKER DAIRY COMPANY EMPLOYEES 401(K) SAVINGS PLAN | JOHNSTOWN PA | 259 | $23.8M | $1.8M |
| 3 | ISEC, INC. ISEC, INC. 401(K) SAVINGS PLAN |
GREENWOOD VILLAGE CO |
| 793 |
| $118.2M |
| $1.1M |
| 4 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 234 | $38.8M | $743K |
| 5 | MYPOINT CREDIT UNION MYPOINT CREDIT UNION 401(K) PLAN | SAN DIEGO CA | 98 | $14.9M | $401K |
| 6 | SKYWATER TECHNOLOGY FOUNDRY, INC. SKYWATER TECHNOLOGY FOUNDRY, INC. 401(K) PLAN | BLOOMINGTON MN | 699 | $53.3M | $208K |
| 7 | RESONETICS, LLC SAES SMA 401(K) PLAN | NASHUA NH | 623 | $42.4M | $125K |
| 8 | MEMRY CORPORATION SAES SMA 401(K) PLAN | BETHEL CT | 569 | $41.8M | $19K |
| 9 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN | ROCKWALL TX | 523 | $17.3M | $18K |
