Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Established Value A Fund " in their Schedule of Assets, totaling $3.7M 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 | IDT CORPORATION IDT CORPORATION 401(K) PLAN | NEWARK NJ | 646 | $182.3M | $1.9M |
| 2 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $1.4M |
| 3 | NOTRE DAME HEALTH CARE CENTER, INC. NOTRE DAME HEALTH CARE CENTER, INC. 403(B) SAVINGS PLAN |
WORCESTER MA |
| 371 |
| $9.1M |
| $207K |
| 4 | EVANSVILLE SURGERY CENTER ASSOCIATES, LLC EVANSVILLE SURGERY CENTER 401(K) RETIREMENT PLAN | EVANSVILLE IN | 100 | $9.7M | $95K |