Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Victory Small Co Opportunity I in their Schedule of Assets, totaling $13.0M 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 | BENJAMIN MOORE & CO. BENJAMIN MOORE & CO. DEFERRED SAVINGS AND INVESTMENT PLAN | MONTVALE NJ | 1,799 | $403.5M | $6.7M |
| 2 | EMTEC GLOBAL SERVICES, LLC EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 233 | $43.3M | $1.3M |
| 3 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. |
CHARLOTTE NC |
| 128 |
| $93.3M |
| $1.1M |
| 4 | HANMI BANK HANMI BANK PROFIT SHARING & 401(K) SAVINGS PLAN | LOS ANGELES CA | 547 | $143.9M | $1.0M |
| 5 | D & W FINE PACK LLC D & W FINE PACK LLC 401K PLAN | WOOD DALE IL | 930 | $53.1M | $941K |
| 6 | KENWOOD DEALER GROUP, INC. THE KENWOOD DEALER GROUP EMPLOYEE RETIREMENT PLAN | MASON OH | 685 | $58.1M | $851K |
| 7 | VIRCO MFG. CORPORATION VIRCO MFG. CORPORATION 401K PLAN | TORRANCE CA | 758 | $63.8M | $262K |
| 8 | BOB BAKER ENTERPRISES, INC. BOB BAKER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND T | CARLSBAD CA | 199 | $16.1M | $233K |
| 9 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $221K |
| 10 | RJW LOGISTICS GROUP, INC. RJW LOGISTICS GROUP, INC. 401(K) | WOODRIDGE IL | 1,521 | $16.6M | $146K |
