Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Sycamore Established Value Mutual funds in their Schedule of Assets, totaling $915K 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 | INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. INTERVENTIONAL CARDIOLOGISTS OF GAINESVILLE, P.A. 401(K) PROFIT SHARING PLAN | GAINESVILLE FL | 132 | $34.5M | $524K |
| 2 | PETERSEN PRECISION ENGINEERING, LLC PETERSEN PRECISION ENGINEERING, LLC 401(K) SAVINGS PLAN | REDWOOD CITY CA | 158 | $12.9M | $391K |
