Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VICTORY SMALL CO OPPORTUNITY I Registered Investment Company in their Schedule of Assets, totaling $23.3M 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 | DAVIS WRIGHT TREMAINE LLP DAVIS WRIGHT TREMAINE LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 1,468 | $747.7M | $14.7M |
| 2 | FLUOR FEDERAL PETROLEUM OPERATIONS, LLC STRATEGIC PETROLEUM RESERVE RETIREMENT AND SAVINGS PLAN | NEW ORLEANS LA | 700 | $214.4M | $6.5M |
| 3 | METROLINA NEPHROLOGY ASSOCIATES, P.A. |
CHARLOTTE NC |
| 220 |
| $60.0M |
| $1.3M |
| 4 | BERNHARDT FURNITURE COMPANY BERNHARDT FURNITURE COMPANY RETIREMENT PLAN | LENOIR NC | 1,105 | $57.7M | $782K |
