Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Victory sycamore Established Value Fund Mutual Fund N/A in their Schedule of Assets, totaling $11.9M 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 | ALNYLAM PHARMACEUTICALS, INC. ALNYLAM PHARMACEUTICALS, INC. SAVINGS & INVESTMENT PLAN | CAMBRIDGE MA | 1,815 | $344.0M | $4.2M |
| 2 | ASSOC. GENERAL CONTRACTORS OF SD, INC. BUILDING ASSOCIATED GENERAL CONTRACTORS OF SD 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 1,328 | $84.1M | $3.2M |
| 3 | AGC OF SOUTH DAKOTA |
SIOUX FALLS SD |
| 1,873 |
| $96.0M |
| $2.6M |
| 4 | BARTON HEALTHCARE SYSTEM BARTON HEALTH 403(B) PLAN | SOUTH LAKE TAHOE CA | 847 | $92.7M | $1.0M |
| 5 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $288K |
| 6 | CANUS CORPORATION CANUS CORPORATION 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 413 | $20.3M | $224K |
| 7 | COMFORT BRIDGE DBA CARE SYNERGY CARE SYNERGY 403(B) PLAN | DENVER CO | 676 | $35.0M | $111K |
| 8 | DOLESE BROS. CO. DOLESE BROS. CO. 401(K) EMPLOYEES SAVINGS INCENTIVE PLAN | OKLAHOMA CITY OK | 1,068 | $83.6M | $103K |
| 9 | LUCID SOFTWARE INC. LUCID SOFTWARE INC. 401(K) PLAN | SOUTH JORDAN UT | 927 | $88.4M | $103K |
| 10 | COLORADO DOORWAYS, INC. COLORADO DOORWAYS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 193 | $19.4M | $82K |
