Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Established Value R Registered investment company in their Schedule of Assets, totaling $1.5M 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 | CARE ONE MANAGEMENT, LLC HEALTHBRIDGE MANAGEMENT 401(K) PLAN | FORT LEE NJ | 3,304 | $85.4M | $946K |
| 2 | O & K AMERICAN CORP. O & K AMERICAN CORP. 401(K) SAVINGS & INVESTMENT PLAN | CHICAGO IL | 141 | $8.6M | $298K |
| 3 | CARE ONE MANAGEMENT, LLC CARE SOLUTIONS 401(K) PLAN |
FORT LEE NJ |
| 933 |
| $39.4M |
| $191K |
| 4 | AUSGAR TECHNOLOGIES, INC. AUSGAR TECHNOLOGIES,INC. 401K PROFIT SHARING PLAN | SAN DIEGO CA | 129 | $22.0M | $24K |
