Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class Y Mutual fund - in their Schedule of Assets, totaling $40.0M 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 | FAIR ISAAC CORPORATION FAIR ISAAC 401(K) PLAN | NOVATO CA | 1,364 | $821.6M | $25.9M |
| 2 | HANGER, INC. HANGER, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 6,847 | $709.2M | $12.4M |
| 3 | QUANTECH SERVICES, INC. QUANTECH SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST |
LEXINGTON MA |
| 245 |
| $55.4M |
| $1.0M |
| 4 | LORETTO MANAGEMENT CORPORATION LORETTO EMPLOYEE 401(K) SAVINGS PLAN | SYRACUSE NY | 635 | $53.3M | $760K |
| 5 | GENERAL REVENUE CORPORATION GENERAL REVENUE CORPORATION 401(K) PLAN | MASON OH | 76 | $3.8M | $5K |