Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Victory Sycamore Established Value I Registered investment company in their Schedule of Assets, totaling $23.9M 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 | SQUIRE PATTON BOGGS (US) LLP SQUIRE PATTON BOGGS RETIREMENT SAVINGS PLAN | CLEVELAND OH | 1,123 | $868.6M | $12.5M |
| 2 | SAGE SOFTWARE INC. SAGE 401(K) PLAN | ATLANTA GA | 2,030 | $432.9M | $6.5M |
| 3 | NAGRA USA, LLC NAGRA USA, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
SAN FRANCISCO CA |
| 263 |
| $101.9M |
| $2.3M |
| 4 | IN-PLACE MACHINING COMPANY, LLC IN-PLACE MACHINING COMPANY 401(K) PLAN | MILWAUKEE WI | 424 | $44.3M | $1.5M |
| 5 | NUWEST GROUP HOLDINGS, LLC TA GROUP HOLDINGS 401(K) PLAN | BELLEVUE WA | 938 | $25.1M | $387K |
| 6 | TRAXXAS, L.P. TRAXXAS, L.P. 401(K) PLAN | MCKINNEY TX | 179 | $33.9M | $320K |
| 7 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $205K |
| 8 | PIVOTAL COMMWARE, INC. PIVOTAL COMMWARE 401(K) PLAN | BOTHELL WA | 47 | $11.1M | $123K |
| 9 | PRIMA MEDICAL FOUNDATION PRIMA MEDICAL FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST | GREENBRAE CA | 435 | $11.7M | $59K |
| 10 | NORTHWEST MEDICAL SPECIALTIES, PLLC NORTHWEST MEDICAL SPECIALTIES, PLLC 401(K) PS PLAN AND TRUST | TACOMA WA | 240 | $38.1M | $21K |
