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 Registered investment company in their Schedule of Assets, totaling $7.8M 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 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $6.2M |
| 2 | SOFIE NETWORK INC. SOFIE NETWORK 401(K) PLAN | DULLES VA | 425 | $25.0M | $997K |
| 3 | LG CNS AMERICA INC LG CNS AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST |
| 268 |
| $22.4M |
| $300K |
| 4 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES, LLC RETIREMENT SAVINGS PLAN | PLANTATION FL | 915 | $9.1M | $212K |
| 5 | WESTMORELAND MECHANICAL TESTING AND RESEARCH WESTMORELAND MECHANICAL TESTING AND RESEARCH PROFIT SHARING PLAN | YOUNGSTOWN PA | 176 | $13.3M | $72K |
