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 Fund Class I Registered investment company in their Schedule of Assets, totaling $487K 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 | GGLO, LLC 401(K) PROFIT SHARING PLAN GGLO, LLC 401(K) PROFIT SHARING PLAN | SEATTLE WA | 62 | $30.3M | $181K |
| 2 | C. MONDAVI & FAMILY C. MONDAVI & FAMILY 401(K) RETIREMENT PLAN | ST. HELENA CA | 88 | $16.3M | $174K |
| 3 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN |
CAMPBELL CA |
| 371 |
| $20.7M |
| $85K |
| 4 | KYOCERA SLD LASER, INC. KYOCERA SLD LASER, INC 401(K) PLAN | GOLETA CA | 166 | $28.1M | $47K |
