Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Victory Sycamore Established Value Fund Class I in their Schedule of Assets, totaling $8.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHNOLOGIES CORP. SPACE EXPLORATION TECHNOLOGIES 401(K) PLAN | HAWTHORNE CA | 16,002 | $571.4M | $6.1M |
| 2 | DELTA SONIC CAR WASH SYSTEMS, INC. DELTA SONIC RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,346 | $54.2M | $1.1M |
| 3 | TRAFIGURA TRADING LLC |
HOUSTON TX |
| 269 |
| $54.2M |
| $904K |
| 4 | BRILLANT CORNERS BRILLIANT CORNERS RETIREMENT PLAN | SAN FRANCISCO CA | 494 | $17.1M | $169K |
| 5 | TRAILBOSS ENTERPRISES TRAILBOSS ENTERPRISES, INC. 401(K) PLAN | ANCHORAGE AK | 432 | $6.7M | $84K |
| 6 | INTEGRITY MANAGEMENT SERVICES, INC. INTEGRITY MANAGEMENT SERVICES, INC. 401(K) PLAN | ALEXANDRIA VA | 98 | $10.3M | $49K |