Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Sm-Co Opp R6 Mutual Fund ^ in their Schedule of Assets, totaling $4.9M 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 | REFRESCO BEVERAGES US INC. THE REFRESCO USA 401(K) SAVINGS & RETIREMENT PLAN | TAMPA FL | 4,590 | $216.8M | $2.3M |
| 2 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MACON GA | 1,938 | $558.7M | $1.7M |
| 3 | THE BROOKINGS INSTITUTION |
WASHINGTON DC |
| 495 |
| $260.2M |
| $491K |
| 4 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN | CORTE MADERA CA | 205 | $65.3M | $406K |
