Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Capital Victory Sycamore Small Co Opportunity I in their Schedule of Assets, totaling $741K 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 | WESTERN NEPHROLOGY & METABOLIC BONE DISEASE, P.C. WESTERN NEPHROLOGY AND METABOLIC BONE DISEASE, P.C. EMPLOYEE PROFIT-SHARING PLAN AND TRUST | WHEAT RIDGE CO | 103 | $32.6M | $618K |
| 2 | SYNERGY INSPECTIONS, LLC SYNERGY INSPECTIONS LLC RETIREMENT PLAN | CANONSBURG PA | 60 | $2.4M | $65K |
| 3 | GDS ASSOCIATES, INC. |
MARIETTA GA |
| 186 |
| $83.7M |
| $59K |
