Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Established Value Mutual fund a in their Schedule of Assets, totaling $431K 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 | ZUERN BUILDING PRODUCTS, INC ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN | SLINGER WI | 200 | $22.6M | $350K |
| 2 | BANNER PROPERTY MANAGEMENT, LLC BANNER PROPERTY MANAGEMENT, LLC 401(K) PLAN AND TRUST | DEERFIELD IL | 93 | $11.6M | $77K |
| 3 | MILAEGER'S INC. |
RACINE WI |
| 126 |
| $7.6M |
| $4K |
