Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Victory Sycamore Established Value Fund; Class I Mutual Fund in their Schedule of Assets, totaling $29.8M 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 | VITALMD GROUP HOLDING. LLC VITALMD 401(K) PLAN | MIAMI FL | 2,859 | $371.9M | $17.3M |
| 2 | HUHTAMAKI AMERICAS, INC. HUHTAMAKI LONG TERM SAVINGS AND INVESTMENT PLAN | DESOTO KS | 3,443 | $277.0M | $3.6M |
| 3 | NETGEAR, INC. NETGEAR, INC 401(K) RETIREMENT SAVINGS PLAN |
SAN JOSE CA |
| 230 |
| $96.9M |
| $1.5M |
| 4 | TUDI MECHANICAL SYSTEMS, INC. TUDI MECHANICAL SYSTEMS 401(K) PLAN | MCKEES ROCKS PA | 200 | $23.3M | $983K |
| 5 | PATTERSON & DEWAR ENGINEERS, INC. PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | NORCROSS GA | 281 | $94.5M | $966K |
| 6 | FASTLY, INC. FASTLY, INC. 401(K) PLAN | SAN FRANCISCO CA | 860 | $106.0M | $900K |
| 7 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $776K |
| 8 | OLLIE'S BARGAIN OUTLET, INC. OLLIE'S BARGAIN OUTLET, INC. 401(K) RETIREMENT PLAN | HARRISBURG PA | 7,389 | $36.9M | $646K |
| 9 | SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLC SAFRAN AEROSYSTEMS SERVICES AMERICAS, LLC | PEACHTREE CITY GA | 237 | $28.8M | $573K |
| 10 | MOUNTAIN WEST 401K LLC MOUNTAIN WEST 401(K) POOLED EMPLOYER PLAN | PASCO WA | 296 | $34.9M | $527K |
