Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Fund Class I Mutual fund in their Schedule of Assets, totaling $19.4M 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 | ZENITH INSURANCE COMPANY ZENITH 401(K) PLAN | WOODLAND HILLS CA | 1,474 | $399.3M | $14.8M |
| 2 | ADLER POLLOCK & SHEEHAN P.C. ADLER POLLOCK & SHEEHAN P.C. 401(K) RETIREMENT PLAN | PROVIDENCE RI | 123 | $67.3M | $1.3M |
| 3 | TIGER GLOBAL MANAGEMENT LLC TIGER GLOBAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 148 |
| $39.3M |
| $852K |
| 4 | AUSTAL USA. LLC AUSTAL USA. LLC 401(K) PLAN | MOBILE AL | 2,711 | $129.6M | $622K |
| 5 | PATTERSON & DEWAR ENGINEERS, INC. PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST | NORCROSS GA | 281 | $94.5M | $605K |
| 6 | TOPGOLF INTERNATIONAL, INC. TOPGOLF 401(K) PLAN | DALLAS TX | 40,445 | $126.3M | $556K |
| 7 | J. E. GROTE COMPANY, INC. J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 381 | $27.0M | $414K |
| 8 | ELEMENTUM SCM, INC. ELEMENTUM RETIREMENT PLAN | SALT LAKE CITY UT | 45 | $11.3M | $119K |
| 9 | SPECTRUM RETIREMENT COMMUNITIES, LLC SPECTRUM RETIREMENT COMMUNITIES 401(K) PLAN | DENVER CO | 1,363 | $13.4M | $109K |
| 10 | ELEMENTUM LTD ELEMENTUM RETIREMENT PLAN | SALT LAKE CITY UT | 38 | $9.4M | $54K |
