Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Victory Sycamore Small Company Opp R6 Mutual fund in their Schedule of Assets, totaling $11.3M 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 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $4.2M |
| 2 | MORROW MEADOWS CORPORATION MORROW MEADOWS CORPORATION 401(K) PLAN | CITY OF INDUSTRY CA | 352 | $84.5M | $2.9M |
| 3 | LIBERTY DIVERSIFIED INTERNATIONL, INC. |
NEW HOPE MN |
| 1,573 |
| $205.5M |
| $1.8M |
| 4 | LOYOLA UNIVERSITY MARYLAND LOYOLA UNIVERSITY MARYLAND RETIREMENT PLAN | BALTIMORE MD | 2,148 | $441.4M | $1.6M |
| 5 | FROSS ZELNICK LEHRMAN & ZISSU, P.C. FROSS ZELNICK LEHRMAN & ZISSU, P.C. 401(K) & PROFIT SHARING PLAN | NEW YORK NY | 175 | $52.9M | $386K |
| 6 | SOROS FUND MANAGEMENT LLC SOROS FUND MANAGEMENT LLC PROFIT SHARING PLAN | NEW YORK NY | 193 | $133.1M | $227K |
| 7 | BAL SEAL ENGINEERING, INC. BAL SEAL ENGINEERING, INC. SAVINGS & INVESTMENT PLAN | FOOTHILL RANCH CA | 519 | $40.7M | $166K |
| 8 | KUDU DYNAMICS KUDU DYNAMICS 401(K) RETIREMENT PLA N | CHANTILLY VA | 177 | $30.6M | $95K |
| 9 | NEUROLOGICAL ASSOCIATES OF TUCSON, P.C. NEUROLOGICAL ASSOCIATES OF TUCSON RETIREMENT PLAN | TUCSON AZ | 120 | $27.0M | $46K |
