Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Fd Mutual Fund in their Schedule of Assets, totaling $1.0M 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 | STEM, INC. STEM, INC. 401(K) PLAN | SAN FRANCISCO CA | 425 | $27.2M | $515K |
| 2 | STEM, INC. STEM, INC. 401(K) PLAN | HOUSTON TX | 379 | $35.3M | $427K |
| 3 | MAITA AUTO GROUP MAITA PROFIT SHARING 401(K) PLAN AND TRUST | SACRAMENTO CA |
| 496 |
| $36.0M |
| $100K |
| 4 | NOTRE DAME HIGH SCHOOL NOTRE DAME HIGH SCHOOL 401(K) RETIREMENT PLAN | SAN JOSE CA | 104 | $15.5M | $2K |
