Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Victory Sycamore Established Value Fund – Class A - in their Schedule of Assets, totaling $14.6M 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 | JENCAP GROUP JENCAP GROUP 401(K) PLAN | NEW YORK NY | 1,128 | $110.9M | $2.3M |
| 2 | MELTON & MELTON, LLP MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST | HOUSTON TX | 138 | $41.8M | $2.1M |
| 3 | LEEDSWORLD, INC. PCNA 401(K) PLAN | NEW KENSINGTON PA | 1,810 | $84.1M | $2.0M |
| 4 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $1.8M |
| 5 | BD OF TTE OF PLUM & PIPE LU NO. 74 PIPEFITTERS LU NO. 74 ANNUITY FUND PLUMBERS & PIPEFITTERS LU NO. 74 ANNUITY FUND | WILMINGTON DE | 986 | $98.6M | $1.7M |
| 6 | SHERIDAN PRODUCTION OPERATING COMPANY, LLC SHERIDAN PRODUCTION OPERATING COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON TX | 101 | $38.0M | $1.1M |
| 7 | ALEXZA PHARMACEUTICALS, INC. ALEXZA PHARMACEUTICALS, INC. 401(K) PLAN | FREMONT CA | 68 | $17.0M | $837K |
| 8 | HEADLANDS TECH ORGANIZATION, LLC HEADLANDS TECH ORGANIZATION, LLC | CHICAGO IL | 115 | $25.7M | $639K |
| 9 | BCRA, INC. BCRA, INC. 401(K) RETIREMENT SAVINGS PLAN | TACOMA WA | 61 | $10.0M | $591K |
| 10 | JACKSON OFFSHORE OPERATORS, LLC JACKSON OFFSHORE OPERATORS, LLC RETIREMENT TRUST | HOUSTON TX | 188 | $10.2M | $468K |
