Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class A " in their Schedule of Assets, totaling $5.0M 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 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $1.8M |
| 2 | 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 |
| 3 | HEADLANDS TECH ORGANIZATION, LLC |
CHICAGO IL |
| 115 |
| $25.7M |
| $639K |
| 4 | BCRA, INC. BCRA, INC. 401(K) RETIREMENT SAVINGS PLAN | TACOMA WA | 61 | $10.0M | $591K |
| 5 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $170K |
| 6 | WHATEVER IT TAKES TRANSMISSION WHATEVER IT TAKES TRANSMISSION 401(K) PROFIT SHARING PLAN & TRUST | SHEPHERDSVILLE KY | 1,096 | $11.9M | $93K |
| 7 | HARTLEY & PARKER LTD, INC. HARTLEY & PARKER LTD, INC. 401(K) PLAN | TAUNTON MA | 175 | $11.4M | $91K |
