Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Victory Sycamore Small Company-Opportunity Fund in their Schedule of Assets, totaling $103.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COREWELL HEALTH SPECTRUM HEALTH SYSTEM 403(B) PLAN | GRAND RAPIDS MI | 34,243 | $3.2B | $27.9M |
| 2 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $21.3M |
| 3 | GROUP 1 AUTOMOTIVE, INC. GROUP 1 AUTOMOTIVE, INC 401(K) SAVINGS PLAN |
HOUSTON TX |
| 13,527 |
| $539.6M |
| $6.7M |
| 4 | OOCL (USA) INC. OOCL (USA) INC. SAVINGS PLAN | SOUTH JORDAN UT | 442 | $164.2M | $6.6M |
| 5 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $6.2M |
| 6 | FIELDALE FARMS CORPORATION FIELDALE FARMS CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN | BALDWIN GA | 4,655 | $164.2M | $5.7M |
| 7 | OOCL USA INC. OOCL (USA) INC. DEFINED CONTRIBUTION PENSION PLAN | SOUTH JORDAN UT | 455 | $97.4M | $4.0M |
| 8 | SUFFOLK UNIVERSITY SUFFOLK UNIVERSITY EMPLOYEE RETIREMENT PLAN | BOSTON MA | 1,700 | $531.2M | $3.7M |
| 9 | LANDSCAPE STRUCTURES, INC. LANDSCAPE STRUCTURES, INC. 401(K) PROFIT SHARING PLAN | DELANO MN | 625 | $76.8M | $2.6M |
| 10 | VACO HOLDINGS, LLC VACO 401(K) PLAN | BRENTWOOD TN | 6,031 | $220.3M | $1.8M |