Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity I in their Schedule of Assets, totaling $3.5M 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 | C&D TECHNOLOGIES, INC. C&D TECHNOLOGIES SAVINGS PLAN | BLUE BELL PA | 1,357 | $118.5M | $1.6M |
| 2 | WEST CENTRAL GASTROENTEROLOGY, LLP GASTRO FLORIDA 401(K)PLAN | ST. PETERSBURG FL | 183 | $30.1M | $628K |
| 3 | THOMAS, JUDY AND TUCKER P.A. THOMAS, JUDY AND TUCKER 401(K) PROFIT SHARING PLAN |
RALEIGH NC |
| 230 |
| $26.4M |
| $593K |
| 4 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $515K |
| 5 | OPP CONSTRUCTION, LLC OPP CONSTRUCTION 401(K) RETIREMENT PLAN | GRAND FORKS ND | 179 | $13.7M | $105K |
| 6 | ROBERT CHARLES LESSER & CO., LLC ROBERT CHARLES LESSER & CO., LLC CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | BETHESDA MD | 99 | $25.6M | $52K |
