Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Fund N/R in their Schedule of Assets, totaling $1.4M 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 | HM ELECTRONICS, INC. HME RETIREMENT SAVINGS PLAN | CARLSBAD CA | 762 | $89.7M | $833K |
| 2 | A NEW LEAF, INC. A NEW LEAF RETIREMENT PLAN | MESA AZ | 433 | $13.5M | $281K |
| 3 | COMMUNITY MENTAL HEALTH AFFILIATES, INC. CMHA 403(B) PLAN |
| 315 |
| $14.5M |
| $265K |
