Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Sycamore Established Value Fund Class Y " in their Schedule of Assets, totaling $10.0M 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 | EXPONENT, INC. EXPONENT INC. 401(K) SAVINGS PLAN | MENLO PARK CA | 1,067 | $616.3M | $9.8M |
| 2 | YORK WALLCOVERINGS, INC. YORK DESIGN GROUP 401(K) PLAN | YORK PA | 405 | $44.4M | $219K |
