Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class R6 Mutual fund n/a n/a n/a n/a in their Schedule of Assets, totaling $38.9M 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 | PHILIPS NORTH AMERICA LLC PHILIPS NORTH AMERICA 401(K) PLAN | CAMBRIDGE MA | 17,066 | $6.4B | $38.1M |
| 2 | EMPLOY, INC. EMPLOY, INC. 401(K) PLAN | DENVER CO | 469 | $32.3M | $640K |
| 3 | CALENDLY, LLC CALENDLY 401(K) PLAN | BUFORD GA |
| 532 |
| $39.3M |
| $146K |
