Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Victory Sycamore Victory Sycamore Small Company Opportunity Fund R6 in their Schedule of Assets, totaling $3.2M 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 | BLACKBERRY CORPORATION BLACKBERRY CORPORATION 401(K) RETIREMENT SAVINGS PLAN | PLANO TX | 520 | $258.1M | $1.8M |
| 2 | STRATEGIC EDUCATION, INC. STRATEGIC EDUCATION, INC. 401(K) PLAN | HERNDON VA | 4,436 | $416.5M | $772K |
| 3 | ELEVATE PFS HOLDINGS INC ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST |
SPRING TX |
| 2,454 |
| $56.3M |
| $550K |
| 4 | HOOVER GROUP, INC. HOOVER GROUP, INC. EMPLOYEE'S PROFIT SHARING AND SAVINGS PLAN | KATY TX | 131 | $7.9M | $56K |
