Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Victory Victory Sycamore Established Value Fund in their Schedule of Assets, totaling $38.2M 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 | SARGENTO FOODS INC. SARGENTO PROFIT SHARING AND RETIREMENT PLAN | PLYMOUTH WI | 2,461 | $660.1M | $13.9M |
| 2 | CONVERGEONE HOLDINGS, INC. C1 401(K) PLAN | BLOOMINGTON MN | 2,002 | $348.1M | $7.1M |
| 3 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN |
LA JOLLA CA |
| 493 |
| $218.6M |
| $4.1M |
| 4 | NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION 401(K) PLAN | DALTON GA | 156 | $50.1M | $1.5M |
| 5 | CARROLL INDEPENDENT FUEL, LLC CARROLL INDEPENDENT FUEL 401(K) RETIREMENT PLAN | SPARKS GLENCOE MD | 1,122 | $45.4M | $1.5M |
| 6 | WD-40 COMPANY WD-40 COMPANY PROFIT SHARING/401(K) PLAN | SAN DIEGO CA | 245 | $116.8M | $1.5M |
| 7 | THE COMMUNITY BUILDERS, INC. THE COMMUNITY BUILDERS, INC. 403(B) PLAN | BOSTON MA | 534 | $46.3M | $1.4M |
| 8 | THE COMMUNITY BUILDERS, INC. THE COMMUNITY BUILDERS, INC. TAX SHELTERED ANNUITY PLAN | BOSTON MA | 661 | $38.5M | $1.4M |
| 9 | Q.E.D. SYSTEMS, INC. Q.E.D. SYSTEMS, INC. 401(K) PLAN | VIRGINIA BEACH VA | 438 | $31.2M | $1.2M |
| 10 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $996K |
