Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Sycamore Established Value Mutual fund n/a in their Schedule of Assets, totaling $2.1M 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 | WESTERN STATES LODGING & MANAGEMENT L.C. WESTERN STATES LODGING EMPLOYEE SAVINGS PLAN | SOUTH JORDAN UT | 5,174 | $22.7M | $1.0M |
| 2 | NORTHWEST IMMIGRANT RIGHTS PROJECT NORTHWEST IMMIGRANT RIGHTS PROJECT 403(B) PLAN | SEATTLE WA | 175 | $11.0M | $339K |
| 3 | R.V. DIRECT, LLC DBA JOHNSON R.V. SALES |
SANDY OR |
| 150 |
| $6.0M |
| $261K |
| 4 | SPARBOE FARMS, INC. SPARBOE FARMS, INC. 401(K) PLAN | LITCHFIELD MN | 45 | $7.9M | $184K |
| 5 | O'BRIEN INDUSTRIAL HOLDINGS, LLC CHRISTY EMPLOYEES' PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 121 | $20.2M | $141K |
| 6 | KENDRICK, INC. KENDRICK, INC. 401(K) PLAN | EDGEWOOD IA | 145 | $2.8M | $116K |