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 I Fund Mutual fund in their Schedule of Assets, totaling $6.1M 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 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM AL | 801 | $409.8M | $5.6M |
| 2 | KAUFMAN CONTAINER COMPANY KAUFMAN CONTAINER EMPLOYEES 401(K) SAVINGS PLAN | CLEVELAND OH | 86 | $21.1M | $271K |
| 3 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST |
BIRMINGHAM AL |
| 195 |
| $10.8M |
| $231K |
