Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Small Co. Opportunity Mutual Fund in their Schedule of Assets, totaling $8.6M 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 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $6.1M |
| 2 | TALBERT HOUSE TALBERT HOUSE 403(B) PLAN | CINCINNATI OH | 815 | $31.4M | $1.1M |
| 3 | TA OPERATING LLC TA OPERATING LLC 401(K) SAVINGS PLAN | WESTLAKE OH |
| 15,096 |
| $183.5M |
| $865K |
| 4 | GREATER LYNN SENIOR SERVICES, INC. GREATER LYNN SENIOR SERVICES, INC. TAX SHELTERED ANNUITY PLAN | LYNN MA | 233 | $13.1M | $571K |
