Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Victory Sycamore Established Value R Mutual fund in their Schedule of Assets, totaling $3.3M 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 | ORA ORTHOPEDICS, P.C. ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN | BETTENDORF IA | 399 | $78.0M | $2.0M |
| 2 | ADAMS BANK & TRUST ADAMS BANK & TRUST 401(K) PLAN | OGALLALA NE | 235 | $34.3M | $451K |
| 3 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN |
| 1,681 |
| $89.7M |
| $359K |
| 4 | AMERICAN BUSINESS GROUP AMERICAN BUSINESS GROUP 401(K) PLAN | COTTAGE GROVE MN | 145 | $11.6M | $227K |
| 5 | THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN | BALTIMORE MD | 679 | $63.3M | $126K |
| 6 | OPERATIONS HOLDINGS, INC. NYH, MC, MCS OP, MM & MCNY 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 66 | $7.6M | $64K |
| 7 | ATLANTIC COAST ENTERPRISES, LLC ATLANTIC COAST ENTERPRISES LLC 401K PLAN | FORT LAUDERDALE FL | 345 | $4.4M | $33K |
| 8 | DELL RETIREMENT SERVICES, INC SHANNONDELL 401(K) PLAN | AUDUBON PA | 544 | $18.2M | $32K |
