Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Victory Sycamore Established Value Fund R6 - in their Schedule of Assets, totaling $25.0M 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 | WAKE RADIOLOGY CONSULTANTS, P.A 401(K)/PROFIT SHARING PLAN AND TRUST FOR WAKE RADIOLOGY CONSULTANTS, P.A. | RALEIGH NC | 416 | $192.7M | $6.7M |
| 2 | HIGH LINER FOODS (USA), INCORPORATED HIGH LINER FOODS (USA) 401(K) SAVINGS PLAN | PORTSMOUTH NH | 652 | $71.7M | $4.0M |
| 3 | CUMMINGS PROPERTIES, LLC |
WOBURN MA |
| 551 |
| $94.5M |
| $3.3M |
| 4 | TRUSTONE FINANCIAL CREDIT UNION TRUSTONE FINANCIAL CREDIT UNION 401(K) PLAN | BURNSVILLE MN | 549 | $78.2M | $1.7M |
| 5 | THE BRIDGESPAN GROUP THE BRIDGESPAN GROUP 401(K) PLAN | BOSTON MA | 369 | $88.8M | $1.3M |
| 6 | NCC GROUP INC. NCC GROUP 401K PLAN | SAN FRANCISCO CA | 310 | $56.5M | $1.3M |
| 7 | SUNRIDER INTERNATIONAL SUNRIDER INTERNATIONAL RETIREMENT SAVINGS PLAN | TORRANCE CA | 166 | $53.1M | $1.2M |
| 8 | HINO MOTORS MANUFACTURING U.S.A., INC. HINO MOTORS MANUFACTURING U.S.A., INC. 401(K) PROFIT SHARING PLAN | NOVI MI | 2,069 | $55.1M | $999K |
| 9 | RADIO SYSTEMS CORPORATION RADIO SYSTEMS CORPORATION RETIREMENT SAVINGS PLAN | KNOXVILLE TN | 911 | $78.5M | $821K |
| 10 | SOUTHERN FIRST BANK SOUTHERN FIRST BANK 401(K) PLAN | GREENVILLE SC | 298 | $31.1M | $725K |
