Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $7.9M 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 | PBC MANAGEMENT, LLC PBC MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | MANDEVILLE LA | 1,064 | $100.6M | $4.2M |
| 2 | TOPEL FORMAN, L.L.C. TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | CHICAGO IL | 177 | $32.8M | $970K |
| 3 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. |
SAN JOSE CA |
| 1,014 |
| $256.5M |
| $902K |
| 4 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER CO | 311 | $34.6M | $560K |
| 5 | GITLAB INC. GITLAB INC. 401(K) PLAN | SAN FRANCISCO CA | 1,060 | $101.1M | $363K |
| 6 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $292K |
| 7 | HIGHER LOGIC, LLC HIGHER LOGIC RETIREMENT PLAN | ARLINGTON VA | 249 | $29.1M | $190K |
| 8 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 371 | $20.7M | $167K |
| 9 | TAYSHA GENE THERAPIES, INC. TAYSHA GENE THERAPIES 401(K) PLAN | DALLAS TX | 73 | $6.2M | $71K |
| 10 | PRESTON PIPELINES INC. DBA PRESTON COMPANIES PRESTON PIPELINES, INC. PROFIT SHARING PLAN | MILPITAS CA | 152 | $24.9M | $58K |
