Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Victory Sycamore Established Value Fund R6 Mutual fund - in their Schedule of Assets, totaling $22.4M 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 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $10.9M |
| 2 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $5.3M |
| 3 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN |
TOPSHAM ME |
| 342 |
| $76.9M |
| $1.7M |
| 4 | HINES INTERESTS LIMITED PARTNERSHIP PAY DEFERRAL AND SAVINGS PLAN OF HINES INTERESTS LIMITED PARTNERSHIP | HOUSTON TX | 2,799 | $873.2M | $1.7M |
| 5 | COACH USA, INC. COACH USA, INC. 401(K) AND SAVINGS PLAN | PARAMUS NJ | 2,285 | $75.7M | $673K |
| 6 | CHARGEPOINT INC. CHARGEPOINT 401(K) PLAN | CAMPBELL CA | 550 | $61.8M | $543K |
| 7 | WINONA FOODS INC. WINONA FOODS, INC. SAVINGS & RETIREMENT PLAN | GREEN BAY WI | 293 | $15.2M | $449K |
| 8 | MACIAS GINI & O'CONNELL LLP MACIAS GINI & O'CONNELL LLP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 462 | $57.1M | $383K |
| 9 | ACCOUNTINGDEPARTMENT.COM, LLC ACCOUNTINGDEPARTMENT.COM, LLC 401(K) PLAN | NAPLES FL | 172 | $8.3M | $246K |
| 10 | ALMADEN PRESS & PUBLISHING, LLC. ALMADEN 401(K) PLAN | SANTA CLARA CA | 154 | $7.8M | $124K |
