Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity Mutual fund in their Schedule of Assets, totaling $4.3M 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 | WIELAND NORTH AMERICA, INC. WIELAND NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 2,910 | $367.9M | $2.8M |
| 2 | LOGAN SIMPSON DESIGN INC. LOGAN SIMPSON DESIGN 401(K) PLAN | TEMPE AZ | 162 | $17.2M | $642K |
| 3 | OCEAN BEAUTY SEAFOODS LLC OCEAN BEAUTY SEAFOODS LLC 401(K) SAVINGS PLAN |
SEATTLE WA |
| 127 |
| $25.4M |
| $581K |
| 4 | PIOLAX CORPORATION PIOLAX CORPORATION 401(K) PLAN | CANTON GA | 230 | $15.6M | $264K |
| 5 | ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC. ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN | LANCASTER MA | 445 | $28.2M | $82K |