Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Capital Victory Sycamore Small Company Opportunity Fund in their Schedule of Assets, totaling $9.6M 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 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $7.8M |
| 2 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $853K |
| 3 | ALTO INGREDIENTS, INC. |
PEKIN IL |
| 434 |
| $80.2M |
| $444K |
| 4 | COPELAND BUHL & COMPANY PLLP COPELAND BUHL & COMPANY, PLLP PROFIT SHARING PLAN | PLYMOUTH MN | 111 | $23.4M | $247K |
| 5 | USA PROPERTIES FUND, INC. USA PROPERTIES FUND 401(K) SAVINGS PLAN | ROSEVILLE CA | 321 | $34.7M | $133K |
| 6 | NORTHPARK MANAGEMENT COMPANY NORTHPARK MANAGEMENT COMPANY TAX-DEFERRED SAVINGS PLAN | DALLAS TX | 113 | $9.0M | $34K |
| 7 | SPINAL ELEMENTS, INC. SPINAL ELEMENTS 401(K) AND PROFIT SHARING PLAN | CARLSBAD CA | 113 | $15.8M | $23K |
