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 in their Schedule of Assets, totaling $1.3M 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 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $614K |
| 2 | TRAVERE THERAPEUTICS, INC. TRAVERE THERAPEUTICS, INC. 401(K) PLAN | SAN DIEGO CA | 365 | $73.5M | $499K |
| 3 | ASICS AMERICA CORPORATION |
IRVINE CA |
| 1,138 |
| $73.6M |
| $108K |
| 4 | PHILLIPS MANUFACTURING CO. PHILLIPS MANUFACTURING COMPANY 401(K) PLAN | OMAHA NE | 291 | $15.2M | $84K |
