Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 170 U.S. retirement plans report holding Victory Sycamore Established Value Fund " in their Schedule of Assets, totaling $225.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARLE FOUNDATION HOSPITAL AND AFFILIATES CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN | URBANA IL | 16,060 | $1.4B | $18.8M |
| 2 | TRAPEZE SOFTWARE GROUP, INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | ROSEMONT IL | 12,026 | $1.4B | $16.2M |
| 3 | BRICKER GRAYDON, LLP |
COLUMBUS OH |
| 341 |
| $198.8M |
| $15.5M |
| 4 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $11.7M |
| 5 | AMADA NORTH AMERICA, INC. AMADA NORTH AMERICA GROUP PROFIT SHARING AND 401(K) PLAN | BUENA PARK CA | 927 | $151.8M | $11.6M |
| 6 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $9.8M |
| 7 | CARLE HOLDING COMPANY, INC. CARLE PROFIT SHARING PLAN | URBANA IL | 1,869 | $329.6M | $6.3M |
| 8 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE AL | 1,549 | $541.3M | $6.0M |
| 9 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $5.6M |
| 10 | BRIGHTSPRING HEALTH SERVICES BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 43,434 | $794.2M | $5.1M |
