Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Established Value Fund N/R in their Schedule of Assets, totaling $10.5M 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 | BAR-S FOODS CO. BAR-S FOODS CO. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 4,109 | $211.8M | $5.2M |
| 2 | ZIMBRICK, INC. ZIMBRICK, INC. RETIREMENT SAVINGS PLAN | MADISON WI | 904 | $130.3M | $4.4M |
| 3 | DREXEL BUILDING SUPPLY, INC. DREXEL BUILDING SUPPLY, INC. 401(K) PLAN |
CAMPBELLSPORT WI |
| 584 |
| $32.1M |
| $900K |