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 R6 Fund Registered Investment Company in their Schedule of Assets, totaling $993K 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 | DIVCO WEST SERVICES, LLC DIVCORE 401(K) PLAN | SAN FRANCISCO CA | 253 | $43.2M | $855K |
| 2 | CORNERSTONE COMMUNITY FEDERAL CREDIT UNION CORNERSTONE COMMUNITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | LOCKPORT NY | 150 | $18.9M | $55K |
| 3 | URBAN OIL & GAS GROUP, LLC URBAN OIL & GAS 401(K) PLAN |
PLANO TX |
| 177 |
| $19.8M |
| $54K |
| 4 | WATERFORD COUNTRY SCHOOL, INC. 403(B) THRIFT PLAN FOR WATERFORD COUNTRY SCHOOL, INC. | QUAKER HILL CT | 155 | $11.2M | $29K |
