Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Established Value A Registered Investment Company n/a in their Schedule of Assets, totaling $2.0M 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, INC. GARDNER 401(K) PLAN FOR NON-UNION EMPLOYEES | SAN JOSE CA | 229 | $28.7M | $1.3M |
| 2 | MOORESTOWN VISITING NURSE ASSOCIATION, INC. MOORESTOWN VISITING NURSE ASSOCIATION CONTRIBUTORY TAX SHELTER ANNUITY PLAN | MOORESTOWN NJ | 68 | $15.7M | $670K |
| 3 | PHOENIX FINANCIAL SERVICES, LLC |
OKATIE SC |
| 274 |
| $15.0M |
| $61K |
