Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class A Mutual fund in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MNGI DIGESTIVE HEALTH, P.A. MNGI DIGESTIVE HEALTH, P.A. RETIREMENT PLAN | MINNEAPOLIS MN | 1,033 | $257.3M | $3.6M |
| 2 | ANAPLAN, INC. ANAPLAN, INC. 401K PLAN | SAN FRANCISCO CA | 849 | $124.7M | $1.3M |
| 3 | VISIONET SYSTEMS INC VISIONET SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST |
CRANBURY NJ |
| 264 |
| $21.7M |
| $1.1M |
| 4 | CHARM SCIENCES, INC. CHARM SCIENCES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAWRENCE MA | 321 | $46.3M | $775K |
| 5 | NEWTEKONE, INC. NEWTEKONE, INC. 401K PLAN | LAKE SUCCESS NY | 596 | $41.6M | $531K |
| 6 | THE RANDOLPH COMPANY THE RANDOLPH CO. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 114 | $11.3M | $421K |
| 7 | AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO CA | 180 | $42.7M | $419K |
| 8 | DISTRICT ENERGY HOLDINGS LLC DISTRICT ENERGY HOLDINGS 401(K) PLAN | HOUSTON TX | 136 | $19.3M | $327K |
| 9 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | WINCHESTER OH | 147 | $11.9M | $313K |
| 10 | PUBMATIC, INC. PUBMATIC, INC. RETIREMENT TRUST | REDWOOD CITY CA | 321 | $38.9M | $295K |
