Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding VICTORY SYCAMORE SML COMP A GM MUTUAL FUNDS in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $1.2M |
| 2 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $756K |
| 3 | BLUEWATER TECHNOLOGIES GROUP, INC. |
WIXOM MI |
| 178 |
| $14.9M |
| $222K |
| 4 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | BEACHWOOD OH | 67 | $6.6M | $181K |
