Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding Victory Sycamore Established Value Fund Mutual fund in their Schedule of Assets, totaling $212.9M 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 | CHILDREN'S HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN | LOS ANGELES CA | 8,208 | $821.1M | $34.6M |
| 2 | CHRISTIANA CARE HEALTH SERVICES INC CHRISTIANA CARE 403(B) PLAN | WILMINGTON DE | 14,679 | $1.9B | $19.8M |
| 3 | PIXAR PIXAR EMPLOYEE'S 401(K) RETIREMENT PLAN |
EMERYVILLE CA |
| 1,123 |
| $634.2M |
| $19.3M |
| 4 | PURE STORAGE, INC. PURE STORAGE, INC. 401(K) PLAN | SANTA CLARA CA | 3,557 | $581.3M | $9.1M |
| 5 | NIKON PRECISION INC NPI/NRCA EMPLOYEES SAVINGS AND INVESTMENT PLAN | BELMONT CA | 431 | $293.7M | $8.3M |
| 6 | AISIN HOLDINGS OF AMERICA, INC. AISIN RETIREMENT SECURITY PLAN | SEYMOUR IN | 10,324 | $571.0M | $7.6M |
| 7 | CHILDRENS HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES 403 (B) PLAN | LOS ANGELES CA | 7,844 | $155.5M | $6.5M |
| 8 | WORD & BROWN INC. ADMIN., INC. WORD & BROWN 401(K) RETIREMENT PLAN | ORANGE CA | 586 | $93.9M | $6.5M |
| 9 | INFOBLOX, INC. INFOBLOX 401(K) RETIREMENT PLAN | SANTA CLARA CA | 749 | $170.5M | $5.8M |
| 10 | SMART MODULAR TECHNOLOGIES, INC. SMART MODULAR TECHNOLOGIES 401(K) RETIREMENT SAVINGS PLAN | NEWARK CA | 889 | $217.5M | $5.4M |
