Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 104 U.S. retirement plans report holding Victory Sycamore Established Value R6 Mutual fund - in their Schedule of Assets, totaling $158.6M 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 | EVERGY, INC. EVERGY, INC. 401K SAVINGS PLAN | KANSAS CITY MO | 4,722 | $1.5B | $26.6M |
| 2 | PETSMART, LLC PETSMART, INC. SAVESMART 401(K) PLAN | PHOENIX AZ | 46,794 | $667.2M | $19.9M |
| 3 | REPSOL SERVICES COMPANY REPSOL SERVICES COMPANY 401(K) PLAN |
| 670 |
| $240.7M |
| $14.9M |
| 4 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $13.4M |
| 5 | SRS DISTRIBUTION INC. SRS DISTRIBUTION INC. 401(K) PLAN | MCKINNEY TX | 10,432 | $574.8M | $5.4M |
| 6 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,628 | $222.9M | $4.6M |
| 7 | WITHUMSMITH+BROWN PC WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 1,995 | $326.1M | $4.5M |
| 8 | SUBSEA 7 (US) LLC SUBSEA 7 401(K) RETIREMENT PLAN | HOUSTON TX | 655 | $153.4M | $3.9M |
| 9 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $3.9M |
| 10 | COMMUNITY CARE PHYSICIANS PLLC CCP 401(K) RETIREMENT SAVINGS PLAN | LATHAM NY | 1,837 | $353.7M | $3.6M |