Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Fund; R6 Mutual Funds in their Schedule of Assets, totaling $14.1M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $9.6M |
| 2 | CARL ZEISS MEDITEC INC. CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN | DUBLIN CA | 1,202 | $290.7M | $4.5M |
