Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Sycamore Established Value Fund I in their Schedule of Assets, totaling $7.1M 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 | YAMAHA MOTOR MANUFACTURING CORPORATION YAMAHA RETIREMENT AND INVESTMENT PLAN | NEWNAN GA | 1,869 | $158.1M | $4.2M |
| 2 | FLEXFAB HORIZONS INTERNATIONAL FLEXFAB PENSION PLAN | HASTINGS MI | 105 | $22.8M | $1.7M |
| 3 | CAI INTERNATIONAL, INC. CAI RETIREMENT SAVINGS PLAN |
SAN FRANCISCO CA |
| 45 |
| $18.2M |
| $633K |
| 4 | NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | LOWELL MA | 123 | $18.7M | $318K |
| 5 | MITCHELL COMPANIES, LLC MITCHELL COMPANIES 401(K) PLAN | MERIDIAN MS | 339 | $22.6M | $137K |
| 6 | GENTRY LOCKE RAKES & MOORE, LLP GENTRY LOCKE RAKES & MOORE, LLP CASH OR DEFERRED PROFIT SHARING PLAN | ROANOKE VA | 165 | $47.9M | $57K |
