Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Victory Victory Sycamore Small Company Opp R6 - in their Schedule of Assets, totaling $22.6M 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 | XYLEM INC. XYLEM INC. RETIREMENT SAVINGS MASTER TRUST | WHITE PLAINS NY | — | $1.8B | $13.1M |
| 2 | ITOCHU INTERNATIONAL INC. ITOCHU INTERNATIONAL INC. 401(K) SAVINGS PLAN | NEW YORK NY | 390 | $175.8M | $3.4M |
| 3 | SPECTRIS, INC. THE SPECTRIS GROUP SAFE HARBOR 401(K) RETIREMENT PLAN |
WESTBOROUGH MA |
| 1,929 |
| $272.7M |
| $2.8M |
| 4 | BATESCAREY LLP BATESCAREY LLP PROFIT SHARING PLAN AND TRUST WITH CASH OR DEFERRED 401(K) FEATURES | CHICAGO IL | 94 | $61.7M | $1.3M |
| 5 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $738K |
| 6 | W.T. HUMPHREY, INC. W.T. HUMPHREY, INC. 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 130 | $11.4M | $498K |
| 7 | OLD HARBOR NATIVE CORPORATION OLD HARBOR PROFIT SHARING 401(K) PLAN | ANCHORAGE AK | 2,204 | $61.4M | $320K |
| 8 | ELANTAS PDG, INC ELANTAS PDG, INC. 401(K) PLAN | ST. LOUIS MO | 200 | $41.1M | $247K |
| 9 | XYLEM INC. XYLEM GOULDS PUMPS RETIREMENT SAVINGS AND INVESTMENT PLAN | WHITE PLAINS NY | 170 | $16.5M | $39K |
| 10 | TRIVIDIA HEALTH, INC. TRIVIDIA HEALTH, INC. EMPLOYEE FLEXIBLE COMPENSATION PLAN | FT. LAUDERDALE FL | 403 | $59.4M | $38K |
