Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Victory Sycamore Established Value Fund–Class I in their Schedule of Assets, totaling $2.9M 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 | REMINGTON SEEDS, LLC. REMINGTON SEEDS, LLC. 401(K) PLAN | REMINGTON IN | 741 | $65.3M | $1.8M |
| 2 | LINEDATA SERVICES, INC. LINEDATA SERVICES 401(K) PLAN | BOSTON MA | 153 | $62.7M | $976K |
| 3 | HENNING CONSTRUCTION COMPANY HENNING CONSTRUCTION COMPANY 401(K) PLAN |
JOHNSTON IA |
| 122 |
| $8.8M |
| $40K |