Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Sycamore Victory Sycamore Established Value Fund, Class R6 in their Schedule of Assets, totaling $11.3M 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 | PLATINUM EQUITY, LLC PLATINUM EQUITY 401(K) PLAN | BEVERLY HILLS CA | 484 | $313.1M | $8.5M |
| 2 | PUREWEST RESOURCES, INC. PUREWEST 401(K) PLAN | DENVER CO | 184 | $49.2M | $1.4M |
| 3 | COLORADO ROCKIES BASEBALL CLUB, LTD. COLORADO ROCKIES 401(K) SAVINGS AND INVESTMENT PLAN |
DENVER CO |
| 569 |
| $59.9M |
| $641K |
| 4 | WARGAMING (USA), INC. WARGAMING (USA), INC. 401(K) PLAN & TRUST | AUSTIN TX | 216 | $30.4M | $531K |
| 5 | PREFIX CORPORATION PREFIX CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER HILLS MI | 175 | $10.0M | $115K |
| 6 | SOLID POWER OPERATING, INC. SOLID POWER INC. 401(K) PROFIT SHARING PLAN AND TRUST | LOUISVILLE CO | 259 | $16.1M | $61K |
| 7 | THE AMERICAN INSTITUTE OF ARCHITECTS THE AMERICAN INSTITUTE OF ARCHITECTS EMPLOYEES' SAVINGS PLAN | WASHINGTON DC | 152 | $60.3M | $10K |
