Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Victory Victory Sycamore Established Value Fund; R6 in their Schedule of Assets, totaling $20.8M 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 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 9,764 | $864.9M | $12.1M |
| 2 | CITY OF HOPE NATIONAL MEDICAL CENTER CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN | DUARTE CA | 637 | $218.0M | $3.5M |
| 3 | BABCOCK POWER INC. |
DANVERS MA |
| 1,371 |
| $224.7M |
| $3.3M |
| 4 | ERGOTRON, INC. ERGOTRON 401(K) SAVINGS PLAN | EAGAN MN | 625 | $106.9M | $1.6M |
| 5 | INTELLIGENTSIA COFFEE, INC. INTELLIGENTSIA 401(K) PROFIT SHARING PLAN | BEDFORD PARK IL | 186 | $8.4M | $151K |
| 6 | ARBOR ACRES UNITED METHODIST ARBOR ACRES 403B PLAN | WINSTON SALEM NC | 195 | $13.5M | $136K |
| 7 | BERTRAND CHAFFEE HOSPITAL, INC. BERTRAND CHAFFEE HOSPITAL 403 B RETIREMENT PLAN | SPRINGVILLE NY | 217 | $8.5M | $26K |
| 8 | INTERTECH SECURITY, LLC INTERTECH SECURITY, LLC 401(K) PLAN | PITTSBURGH PA | 104 | $8.0M | $20K |
