Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class R6 Mutual fund in their Schedule of Assets, totaling $33.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OGE ENERGY CORP. OGE ENERGY CORP. EMPLOYEES' STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 2,284 | $834.1M | $9.8M |
| 2 | RIMINI STREET, INC. RIMINI STREET INC. 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 573 | $93.2M | $2.9M |
| 3 | GEOVERA HOLDINGS, INC. |
FAIRFIELD CA |
| 24 |
| $44.7M |
| $2.4M |
| 4 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA | 2,309 | $232.3M | $1.6M |
| 5 | DELINEA INC. DELINEA INC. 401(K) PLAN | SAN FRANCISCO CA | 724 | $78.2M | $1.5M |
| 6 | TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN | WAKEFIELD MA | 95 | $30.0M | $1.3M |
| 7 | ECOATM LLC ECOATM 401(K) PLAN | SAN DIEGO CA | 412 | $28.1M | $1.1M |
| 8 | NEW DIRECTIONS BEHAVIORAL HEALTH, LLC NEW DIRECTIONS BEHAVIORAL HEALTH 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 758 | $75.6M | $1.1M |
| 9 | DELTA ELECTRONICS (AMERICAS) LTD. DELTA AMERICA LTD. 401(K) SALARY SAVINGS PLAN AND TRUST | FREMONT CA | 429 | $170.3M | $1.1M |
| 10 | HYUNDAI AUTOEVER AMERICA HYUNDAI AUTOEVER AMERICA 401(K) PLAN | FOUNTAIN VALLEY CA | 420 | $81.4M | $1.1M |
