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 Mutual Fund in their Schedule of Assets, totaling $809K 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 YELLOWSTONE BANK YELLOWSTONE BANK 401(K) PLAN | BILLINGS MT | 113 | $22.2M | $488K |
| 2 | LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN | NEW YORK NY | 10 | $39.6M | $202K |
| 3 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN |
WASHINGTON DC |
| 355 |
| $55.8M |
| $119K |
