Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Victory Sycamore Established Value Fund Mutual Fund NR in their Schedule of Assets, totaling $3.9M 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 | ALASKA NATIVE GENERAL SERVICES (ANGS) DBA COPPER RIVER MANAGEMENT CO COPPER RIVER 401(K) PLAN | CHANTILLY VA | 519 | $44.4M | $977K |
| 2 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $699K |
| 3 | AXIOLOGIC SOLUTIONS, LLC AXIOLOGIC SOLUTIONS 401(K) PLAN |
FAIRFAX VA |
| 184 |
| $39.1M |
| $448K |
| 4 | OCEANA, INC. OCEANA, INC. RETIREMENT PLAN | WASHINGTON DC | 133 | $39.2M | $420K |
| 5 | CONVERGED SECURITY SOLUTIONS, LLC CONVERGED SECURITY SOLUTIONS, LLC 401K PLAN | RESTON VA | 480 | $38.8M | $414K |
| 6 | PHASE2 TECHNOLOGY, LLC PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 129 | $21.1M | $333K |
| 7 | PRISON FELLOWSHIP MINISTRIES THE PRISON FELLOWSHIP MINISTRIES 403(B) RETIREMENT PLAN | LANSDOWNE VA | 284 | $24.0M | $202K |
| 8 | ENVISIONEERING, INC. ENVISIONEERING, INC. 401(K) RETIREMENT PLAN | ALEXANDRIA VA | 178 | $26.3M | $143K |
| 9 | CHESAPEAKE TECHNOLOGY INTERNATIONAL CORP. CTI 401(K) PLAN | CALIFORNIA MD | 170 | $13.3M | $120K |
| 10 | SWOON GROUP, LLC SWOON GROUP, LLC RETIREMENT PLAN | CHICAGO IL | 297 | $8.8M | $83K |
