Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VICTORY SYCAMORE ESTABLISHED VALUE A Registered Investment Companies - Mutual Funds N/A in their Schedule of Assets, totaling $123K 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 | GARDNER FAMILY HEALTH NETWORK GARDNER 401(K) PLAN FOR SEIU REPRESENTED EMPLOYEES | SAN JOSE CA | 165 | $8.7M | $123K |
