Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Victory Sycamore Small Company Opportunity - in their Schedule of Assets, totaling $9.7M 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 | TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. TRI-STATE 401K PLAN AND TRUST | DENVER CO | 1,181 | $279.0M | $2.4M |
| 2 | T & S BRASS & BRONZE WORKS, INC. T & S BRASS & BRONZE WORKS, INC. RETIREMENT SAVINGS PLAN | TRAVELERS REST SC | 377 | $47.4M | $1.4M |
| 3 | SAG, LLC. |
RESTON VA |
| 521 |
| $254.8M |
| $1.3M |
| 4 | ALTER DOMUS INC. ALTER DOMUS 401(K) PLAN | CHICAGO IL | 1,658 | $120.7M | $926K |
| 5 | MARKET AMERICA, INC. MARKET AMERICA, INC. 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 488 | $52.8M | $746K |
| 6 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $600K |
| 7 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $466K |
| 8 | DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. 401(K) SALARY SAVINGS AND RETIREMENT PLAN | ALBERT LEA MN | 142 | $13.3M | $415K |
| 9 | WAICU BENEFITS CONSORTIUM, INC. WAICU BENEFITS CONSORTIUM, INC. HEALTH PLAN | MADISON WI | 1,010 | $15.7M | $307K |
| 10 | THE DENVER CENTER FOR THE PERFORMING ARTS THE DENVER CENTER FOR THE PERFORMING ARTS 401(K) PLAN | DENVER CO | 212 | $17.9M | $279K |
