Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Victory Sycamore Established Value R6 Fund ** in their Schedule of Assets, totaling $15.0M 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 | ALBANY MED HEALTH SYSTEM ALBANY MEDICAL CENTER 403(B) PLAN | ALBANY NY | 9,290 | $599.4M | $4.1M |
| 2 | J.R. REINGOLD & ASSOCIATES, INC. REINGOLD, INC. 401(K) PLAN | ALEXANDRIA VA | 300 | $26.7M | $2.5M |
| 3 | WORLD TRAVEL HOLDINGS, INC. WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN |
WAKEFIELD MA |
| 1,186 |
| $77.4M |
| $1.4M |
| 4 | RICHARDSON ELECTRONICS, LTD. RICHARDSON ELECTRONICS, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST AGREEMENT | LAFOX IL | 302 | $59.4M | $1.0M |
| 5 | RENEWABLE ENERGY SYSTEMS AMERICAS INC. RENEWABLE ENERGY SYSTEMS AMERICAS INC. 401(K) PLAN | DENVER CO | 1,300 | $85.3M | $941K |
| 6 | BRUNEL ENERGY, INC. BRUNEL ENERGY, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 479 | $27.3M | $822K |
| 7 | TEXAS PIPE AND SUPPLY COMPANY TEXAS PIPE & SUPPLY COMPANY 401(K) PLAN | HOUSTON TX | 1,436 | $64.3M | $748K |
| 8 | INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD NEW YORK BRANCH INDUSTRIAL & COMMERCIAL BANK OF CHINA NEW YORK BRANCH RETIREMENT PLAN | NEW YORK NY | 266 | $53.2M | $701K |
| 9 | UNITED OHIO INSURANCE COMPANY UNITED OHIO INSURANCE COMPANY 401(K) SAVINGS PLAN | BUCYRUS OH | 273 | $44.5M | $542K |
| 10 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $433K |
