Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Fund; Class I in their Schedule of Assets, totaling $27.8M 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 | BRONXCARE HEALTH SYSTEM THE PENSION PLAN AND TRUST FOR THE EMPLOYEES OF BRONXCARE HEALTH SYSTEM | BRONX NY | 648 | $311.2M | $8.7M |
| 2 | ROLEX WATCH U.S.A., INC. ROLEX WATCH U.S.A., INC. PROFIT SHARING PLAN | NEW YORK NY | 619 | $273.6M | $6.1M |
| 3 | MOORE & VAN ALLEN PLLC |
CHARLOTTE NC |
| 697 |
| $403.2M |
| $5.3M |
| 4 | ZAYO GROUP HOLDINGS, INC. ZAYO GROUP HOLDINGS, INC. 401(K) PLAN | BOULDER CO | 2,724 | $357.3M | $3.5M |
| 5 | FMI CORPORATION FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN | RALEIGH NC | 191 | $67.1M | $1.2M |
| 6 | LOS ANGELES POLICE FEDERAL CREDIT UNION LOS ANGELES POLICE FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN | VAN NUYS CA | 164 | $56.1M | $870K |
| 7 | FRANKLIN INTERNATIONAL, INC. FRANKLIN INTERNATIONAL, INC. THRIFT PLAN | COLUMBUS OH | 279 | $91.7M | $610K |
| 8 | FOREST LAWN MEMORIAL - PARKS & MORTUARIES FOREST LAWN 401(K) PLAN | GLENDALE CA | 1,144 | $149.9M | $495K |
| 9 | PREMIER HEALTH CONSULTANTS, LLC PREMIER HEALTH CONSULTANTS, LLC RETIREMENT SAVINGS PLAN | BATON ROUGE LA | 1,197 | $34.4M | $284K |
| 10 | MERIDIAN INTERNATIONAL CENTER MERIDIAN INTERNATIONAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 141 | $38.2M | $242K |
