Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Sycamore Established Value Fund A Mutual fund in their Schedule of Assets, totaling $3.8M 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 | INFOGAIN CORPORATION INFOGAIN 401(K) SAVINGS PLAN | LOS GATOS CA | 615 | $51.1M | $1.8M |
| 2 | GREAT LAKES PETROLEUM CO. GREAT LAKES PETROLEUM CO. 401(K) PLAN | CLEVELAND OH | 219 | $9.3M | $601K |
| 3 | SHOP RITE, INC. SHOP RITE, INC. PROFIT SHARING 401(K) PLAN |
CROWLEY LA |
| 552 |
| $11.3M |
| $529K |
| 4 | BLUE FORCE, INC. BLUE FORCE 401(K) PROFIT SHARING PLAN | HAMPTON VA | 41 | $9.1M | $414K |
| 5 | NATIONAL VALUATION CONSULTANTS, INC. NATIONAL VALUATION CONSULTANTS, INC. 401(K) PLAN | CENTENNIAL CO | 103 | $23.3M | $406K |
| 6 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $18K |
