Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Sycamore Victory Sycamore Established Value I in their Schedule of Assets, totaling $25.6M 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 | THE WHITING-TURNER CONTRACTING COMPANY THE WHITING-TURNER CONTRACTING COMPANY 401(K) PLAN | TOWSON MD | 5,116 | $958.0M | $15.3M |
| 2 | DIRECT SUPPLY, INC. DIRECT SUPPLY, INC. 401(K) RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 1,231 | $346.1M | $7.9M |
| 3 | UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. |
BEL AIR MD |
| 2,770 |
| $296.2M |
| $1.7M |
| 4 | CALIFORNIA MEDICAL BUSINESS SERVICES, LLC CMBS PROFIT SHARING 401(K) PLAN | ARCADIA CA | 287 | $47.1M | $592K |
| 5 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $83K |
| 6 | FIRST ENTERTAINMENT CREDIT UNION FIRST ENTERTAINMENT CREDIT UNION DEFINED CONTRIBUTION PLAN | HOLLYWOOD CA | 235 | $27.1M | $79K |
| 7 | A-1 CHIPSEAL CO. A-1 CHIPSEAL CO. 401(K) PROFIT SHARING PLAN | DENVER CO | 106 | $8.1M | $52K |
| 8 | DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES FL | 163 | $11.3M | $37K |
| 9 | WESLEYLIFE WESLEYLIFE 401(K) PROFIT SHARING PLAN | JOHNSTON IA | 1,574 | $38.8M | $21K |
