Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Victory Victory Sycamore Established Value FundClass R6 in their Schedule of Assets, totaling $39.6M 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 | HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE FL | 9,278 | $903.0M | $14.7M |
| 2 | G.L. HOMES OF FLORIDA CORPORATION G.L. HOMES OF FLORIDA CORPORATION 401(K) PLAN | SUNRISE FL | 568 | $111.8M | $5.8M |
| 3 | SH GROUP, INC. SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN |
NEW YORK NY |
| 548 |
| $140.7M |
| $4.3M |
| 4 | ODP INTERNATIONAL, LLC THE ODP CORPORATION RETIREMENT SAVINGS PLAN | BOCA RATON FL | 16,819 | $1.3B | $3.6M |
| 5 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN | DULUTH GA | 15,375 | $741.2M | $2.9M |
| 6 | PRINCIPLE BUSINESS ENTERPRISES, INC. PRINCIPLE BUSINESS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | DUNBRIDGE OH | 289 | $25.2M | $2.1M |
| 7 | UNIVERSITY OF LA VERNE UNIVERSITY OF LA VERNE 403(B) RETIREMENT SAVINGS PLAN | LA VERNE CA | 5,575 | $266.2M | $1.5M |
| 8 | INVENTRUST PROPERTIES CORP. INVENTRUST PROPERTIES CORP. SAVINGS PLAN | DOWNERS GROVE IL | 101 | $25.9M | $1.3M |
| 9 | STUDIOS ARCHITECTURE STUDIOS ARCHITECTURE RETIREMENT PLAN | WASHINGTON DC | 172 | $60.0M | $964K |
| 10 | BAG MAKERS, INC. BAG MAKERS, INC. 401(K)/PROFIT SHARING PLAN | UNION IL | 331 | $16.7M | $639K |