Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Victory Sycamore Established Value Mutual fund in their Schedule of Assets, totaling $31.5M 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 | INDEPENDENT STAVE COMPANY, LLC INDEPENDENT STAVE COMPANY, LLC 401(K) PROFIT SHARING PLAN | LEBANON MO | 2,307 | $112.9M | $9.4M |
| 2 | BLUE & CO., LLC BLUE & CO. 401(K) PLAN | CARMEL IN | 559 | $114.6M | $3.8M |
| 3 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN |
VIENNA VA |
| 255 |
| $50.9M |
| $3.1M |
| 4 | HIBBETT, INC. HIBBETT, INC. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 24,562 | $59.0M | $1.7M |
| 5 | JAMES MOORE & CO., P.L. JAMES MOORE & CO., P.L. 401(K) RETIREMENT PLAN | GAINESVILLE FL | 269 | $44.3M | $1.6M |
| 6 | MIDWEST ANESTHESIA ASSOCIATES, P.A. MIDWEST ANESTHESIA ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 67 | $66.1M | $1.3M |
| 7 | BOYD CORPORATION, INC. BOYD CORPORATION 401(K) PLAN | PLEASANTON CA | 841 | $92.3M | $1.2M |
| 8 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $941K |
| 9 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $905K |
| 10 | ARCHITECTURAL ARTS MILLWORK, LLC ARCHITECTURAL ARTS MILLWORK, LLC 401(K) PLAN | DES MOINES IA | 135 | $10.4M | $904K |
