Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Sycamore Small Co Opportunity I Mutual fund in their Schedule of Assets, totaling $10.8M 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 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM AL | — | $419.0M | $5.8M |
| 2 | KIPP FOUNDATION KIPP FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 217 | $37.0M | $1.4M |
| 3 | HALFF ASSOCIATES, INC HALFF ASSOCIATES INC. 401(K) PLAN |
RICHARDSON TX |
| 1,503 |
| $187.2M |
| $1.4M |
| 4 | BAYPORT POLYMERS LLC BAYPORT POLYMERS LLC 401(K) SAVINGS PLAN | PASADENA TX | 277 | $69.8M | $1.2M |
| 5 | ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 104 | $31.7M | $497K |
| 6 | BISCO, INC. BISCO, INC. 401(K) PROFIT SHARING PLAN | SHAUMBURG IL | 142 | $26.7M | $251K |
| 7 | JAVITCH BLOCK LLC JAVITCH BLOCK LLC 401(K) PLAN | CLEVELAND OH | 187 | $7.4M | $161K |
| 8 | AFFINITY DEVELOPMENT GROUP, INC. AFFINITY DEVELOPMENT GROUP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 236 | $40.1M | $38K |
| 9 | THE CLEVELAND SOCIETY FOR THE BLIND CLEVELAND SOCIETY FOR THE BLIND 401(K) RETIREMENT PLAN | CLEVELAND OH | 157 | $10.8M | $34K |
