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 NR in their Schedule of Assets, totaling $884K 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 | CATO INSTITUTE CATO INSTITUTE 401(K) PLAN | WASHINGTON DC | 203 | $40.3M | $648K |
| 2 | THE NORWOOD SCHOOL, INC. NORWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 125 | $44.2M | $226K |
| 3 | GIRL SCOUT COUNCIL OF THE NATION'S CAPITAL RETIREMENT PLAN FOR EMPLOYEES OF GSCNC |
WASHINGTON DC |
| 160 |
| $9.1M |
| $10K |
