Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Capital Management Victory Sycamore Small Company Opportunity Fund in their Schedule of Assets, totaling $3.7M 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 | ROBERTSON'S READY MIX, LTD. ROBERTSON'S LTD. 401(K) PLAN | CORONA CA | 1,882 | $121.3M | $3.7M |
| 2 | TWENTY-NINE PALMS ENTERPRISES CORP TWENTY-NINE PALMS BAND OF MISSION INDIANS 401(K) AND PROFIT SHARING PLAN | COACHELLA CA | 1,022 | $13.5M | $24K |
