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 I in their Schedule of Assets, totaling $37.0M 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 | LEVITON MANUFACTURING CO., INC. LEVITON MANUFACTURING CO., INC. RETIREMENT SAVINGS PLAN | MELVILLE NY | 2,466 | $442.2M | $24.8M |
| 2 | YAMAHA MOTOR MANUFACTURING CORPORATION YAMAHA RETIREMENT AND INVESTMENT PLAN | NEWNAN GA | 1,869 | $158.1M | $4.2M |
| 3 | FLEXFAB HORIZONS INTERNATIONAL |
HASTINGS MI |
| 105 |
| $22.8M |
| $1.7M |
| 4 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $1.6M |
| 5 | ANALYTIC SERVICES INC. ANALYTIC SERVICES INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 548 | $226.1M | $1.5M |
| 6 | BLACKSTONE IMC HOLDINGS - Q L.L.C BLACKSTONE IMC HOLDINGS Q L.L.C. 401(K) PLAN | LAS VEGAS NV | 419 | $66.7M | $1.1M |
| 7 | CAI INTERNATIONAL, INC. CAI RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 45 | $18.2M | $633K |
| 8 | ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT OR | 294 | $64.2M | $588K |
| 9 | 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 |
| 10 | RANGER ENERGY SERVICES, LLC RANGER ENERGY SERVICES 401(K) PLAN | HOUSTON TX | 1,654 | $75.5M | $232K |
