Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Sycamore Established Value R in their Schedule of Assets, totaling $725K 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 | CITIZENS BANK CITIZENS BANK, COLUMBIA, MISSISSIPPI 401(K)SAVINGS PLAN | COLUMBIA MS | 114 | $17.0M | $325K |
| 2 | FLEXFAB HORIZONS INTERNATIONAL FLEXFAB 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | HASTINGS MI | 255 | $10.3M | $292K |
| 3 | GOLD COAST EAGLE DISTRIBUTING, LLP |
SARASOTA FL |
| 140 |
| $7.4M |
| $89K |
| 4 | ELIAS, ELLIOTT, LAMPASI, FEHN, HARRIS, AND NGUYEN A DENTAL PRACTICE, I RIVERSIDE DENTAL GROUP AND DENTAL ASSOCIATE OFFICES 401(K) PLAN | RIVERSIDE CA | 114 | $5.6M | $13K |
| 5 | DR. MARK LYNN AND ASSOCIATES, PLLC LYNN PRACTICES 401(K) PLAN | SAN ANTONIO TX | 1 | $693K | $6K |
