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 in their Schedule of Assets, totaling $5.2M 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 | PINION, LLC PINION, LLC 401(K) PLAN | SALINA KS | 607 | $125.6M | $4.9M |
| 2 | BPG REAL ESTATE SERVICES, LLC BPG REAL ESTATE SERVICES 401(K) PLAN | WILMINGTON DE | 533 | $16.9M | $234K |
| 3 | NEW WEST DISTRIBUTING INC NEW WEST DISTRIBUTING INC 401(K) PROFIT SHARING PLAN & TRUST |
SPARKS NV |
| 78 |
| $3.7M |
| $7K |
