Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Victory Sycamore Established Value Fund Y Mutual fund in their Schedule of Assets, totaling $780K 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 | J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 381 | $27.0M | $780K |
