Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Sycamore Established Value R6 Registered investment companies in their Schedule of Assets, totaling $2.7M 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 | FIVE9, INC. FIVE9, INC.401(K) PLAN | SAN RAMON CA | 1,501 | $179.7M | $2.2M |
| 2 | SERA ARCHITECTS, INC. SERA ARCHITECTS, INC. PROFIT SHARING PLAN | PORTLAND OR | 73 | $17.0M | $256K |
| 3 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN |
TORRANCE CA |
| 154 |
| $19.8M |
| $181K |
| 4 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO CA | 250 | $65.3M | $73K |
| 5 | THE CARING COALITION OF CENTRAL NEW YORK THE CARING COALITION OF CENTRAL NEW YORK TAX DEFERRED ANNUITY PLAN | LIVERPOOL NY | 120 | $9.5M | $28K |
| 6 | UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC 401(K) PLAN | CANTON NY | 202 | $8.4M | $2K |
