Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Sycamore Established Value Fund Registered investment companies in their Schedule of Assets, totaling $1.6M 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 | EVERFOX HOLDINGS LLC EVERFOX HOLDINGS LLC 401(K) RETIREMENT PLAN | HERNDON VA | 787 | $122.7M | $1.5M |
| 2 | VAXART BIOSCIENCES INC VAXART BIOSCIENCES INC 401(K) PROFIT SHARING PLAN & TRUST | SOUTH SAN FRANCISCO CA | 106 | $8.8M | $49K |
