Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Sycamore Established Value Fund; Class I N/R in their Schedule of Assets, totaling $1.6M 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 | WIS-PAK, INC. WIS-PAK, INC. PROFIT SHARING AND SAVINGS PLAN | WATERTOWN WI | 970 | $129.2M | $891K |
| 2 | WP BEVERAGES, LLC WP BEVERAGES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | WINDSOR WI | 695 | $74.2M | $736K |
