Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity R6 Fund " in their Schedule of Assets, totaling $47.6M 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 | SOUTHCOAST HOSPITALS GROUP, INC. SOUTHCOAST HEALTH SYSTEM PARTNERSHIP PLAN | NEW BEDFORD MA | 8,109 | $1.1B | $45.1M |
| 2 | BIESSE AMERICA, INC. BIESSE AMERICA, INC. 401K PROFIT SHARING PLAN | CHARLOTTE NC | 155 | $16.9M | $708K |
| 3 | COMMUNITY HEALTH CONNECTIONS COMMUNITY HEALTH CONNECTIONS 401K PLAN |
FITCHBURG MA |
| 370 |
| $17.5M |
| $526K |
| 4 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $491K |
| 5 | THE RETIREMENT ADVANTAGE THE RETIREMENT ADVANTAGE, INC. 401K PLAN | APPLETON WI | 174 | $17.2M | $487K |
| 6 | GENIE ENERGY INTERNATIONAL CORP. GENIE ENERGY INTERNATIONAL CORP. 401(K) PLAN | NEWARK NJ | 186 | $10.1M | $152K |
| 7 | GLOBAL TUNGSTEN & POWDERS LLC GTP RETIREMENT PLAN | TOWANDA PA | 215 | $19.9M | $123K |
