Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Victory Sycamore Established Value Fund; Class I in their Schedule of Assets, totaling $23.9M 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 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $8.2M |
| 2 | ONTO INNOVATION, INC. ONTO INNOVATION, INC. 401(K) SAVINGS PLAN | BUDD LAKE NJ | 885 | $263.7M | $5.9M |
| 3 | MOL (AMERICAS) LLC MOL RETIREMENT & SAVINGS PLAN |
WOODBRIDGE NJ |
| 109 |
| $77.0M |
| $2.1M |
| 4 | MASIMO CORPORATION MASIMO RETIREMENT SAVINGS PLAN | IRVINE CA | 1,561 | $244.1M | $2.0M |
| 5 | ROSS CONTROLS ROSS CONTROLS RETIREMENT PLAN | FERNDALE MI | 99 | $35.3M | $990K |
| 6 | D'ADDARIO & COMPANY, INC. D'ADDARIO & COMPANY, INC. 401(K) PLAN | FARMINGDALE NY | 895 | $126.7M | $906K |
| 7 | NEXFIRM LLC NEXFIRM LLC & MEMBER FIRMS' 401(K) RETIREMENT PLAN | SCARSDALE NY | 296 | $27.2M | $649K |
| 8 | DURO-LAST, INC. JRB PERSONNEL, LLC 401(K) RETIREMENT PLAN | SAGINAW MI | 778 | $92.0M | $545K |
| 9 | RUBENSTEIN ASSOCIATES, INC. RUBENSTEIN 401(K) PLAN | NEW YORK NY | 125 | $37.2M | $373K |
| 10 | AUXIANT AUXIANT 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 161 | $10.5M | $372K |
