Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Victory Sycamore Established Value Fund Registered investment company in their Schedule of Assets, totaling $20.0M 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 | RALEY'S RALEY'S 401(K) RETIREMENT SAVINGS PLAN | WEST SACRAMENTO CA | 17,670 | $639.7M | $12.8M |
| 2 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES EMPLOYEE SAVINGS & RETIREMENT PLAN | PLANTATION FL | 2,919 | $132.4M | $4.9M |
| 3 | ACCESS INTELLIGENCE LLC ACCESS INTELLIGENCE LLC 401(K) PLAN |
ROCKVILLE MD |
| 183 |
| $35.2M |
| $542K |
| 4 | CUTERA, INC. CUTERA, INC. 401(K) PLAN | BRISBANE CA | 297 | $34.9M | $495K |
| 5 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $472K |
| 6 | SYMPLICITY CORPORATION SYMPLICITY CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 138 | $18.2M | $290K |
| 7 | WOODHARBOR MOLDING & MILLWORKS, INC. WOODHARBOR 401(K) RETIREMENT PLAN | MASON CITY IA | 115 | $9.1M | $244K |
| 8 | ABSOLUTE HOME MTG CORP ABSOLUTE HOME MTG CORP 401(K) PROFIT SHARING PLAN & TRUST | HUNTINGDON VALLEY PA | 343 | $9.8M | $145K |
| 9 | BENOIT PREMIUM THREADING, LLC BENOIT PREMIUM THREADING, LLC PROFIT SHARING PLAN | HOUMA LA | 136 | $12.4M | $40K |
| 10 | DOMAINE CARNEROS LTD DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN | NAPA CA | 128 | $10.8M | $32K |
