Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding VICTORY SYCAMORE ESTABLISHD R6 MUTUAL FUNDS in their Schedule of Assets, totaling $8.1M 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 | GLOBITECH, INCORPORATED GLOBAL WAFERS US 401(K) PLAN | SHERMAN TX | 665 | $121.2M | $1.7M |
| 2 | FRED ALGER & COMPANY, LLC FRED ALGER & COMPANY, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 162 | $108.0M | $1.2M |
| 3 | ALAN RITCHEY, INC. ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN |
VALLEY VIEW TX |
| 619 |
| $21.7M |
| $1.1M |
| 4 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST | FLOWER MOUND TX | 83 | $13.8M | $905K |
| 5 | BAG MAKERS, INC. BAG MAKERS, INC. 401(K)/PROFIT SHARING PLAN | UNION IL | 331 | $16.7M | $639K |
| 6 | TANKNOLOGY INC. TANKNOLOGY INC. 401(K) PLAN | AUSTIN TX | 325 | $16.6M | $583K |
| 7 | WINDY CITY WIRE, CABLE AND TECHNOLOGY PRODUCTS, LLC WINDY CITY WIRE 401(K) PLAN | BOLINGBROOK IL | 319 | $29.0M | $410K |
| 8 | YPO, INC. YPO, INC. 401(K) PLAN & TRUST | IRVING TX | 277 | $32.0M | $331K |
| 9 | ARORA AND ASSOCIATES, P.C. ARORA AND ASSOCIATES, P.C. PENSION PLAN | LAWRENCEVILLE NJ | 115 | $38.8M | $318K |
| 10 | THE DIXIE GROUP, INC. THE DIXIE GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | DALTON GA | 887 | $74.4M | $291K |
