Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Victory Victory Sycamore Small Co Opp R in their Schedule of Assets, totaling $8.9M 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 | COLONY BRANDS, INC. COLONY BRANDS, INC. RETIREMENT SAVINGS PLAN | MONROE WI | 1,910 | $186.0M | $7.9M |
| 2 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $1.1M |
| 3 | ENTERPRISE DEVELOPMENT AUTHORITY DBA HARD ROCK HOTEL & CASINO SACRAMEN |
WHEATLAND CA |
| 1,043 |
| $19.2M |
| $13K |
