Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Victory Sycamore Established Value R Registered Investment Companies in their Schedule of Assets, totaling $124K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOME LEASING, LLC HOME LEASING, LLC 401(K) SAVINGS PLAN | ROCHESTER NY | 204 | $8.0M | $124K |
