Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Fund Mutual fund NR in their Schedule of Assets, totaling $4.0M 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 | THE CNA CORPORATION THE CNA CORPORATION RETIREMENT PLAN | ARLINGTON VA | 802 | $601.3M | $2.6M |
| 2 | PERPETUAL CAPITAL MANAGEMENT SERVICES LLC PERPETUAL CAPITAL 401(K) PLAN | ARLINGTON VA | 3,654 | $76.7M | $652K |
| 3 | CAPITOL NEWS COMPANY CNC PERPETUAL 401(K) PLAN |
ARLINGTON VA |
| 2,569 |
| $55.1M |
| $607K |
| 4 | BIOQUAL, INC. BIOQUAL, INC. 401(K) PLAN | ROCKVILLE MD | 235 | $19.5M | $102K |
| 5 | AMERICAN SOCIETY OF HEALTH SYSTEM PHARMACISTS ASHP SAVINGS & INVESTMENT PLAN | BETHESDA MD | 204 | $100.8M | $79K |
