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Royce Small-cap Opportunity
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 212 retirement plans report an interest in this investment, totaling $14.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
212
Reported interest (EOY)
$14.7M
Data source
DOL Form 5500 · Schedule D
Plans holding Royce Small-cap Opportunityranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | S. ROTHSCHILD & CO., INC. S. ROTHSCHILD & CO., INC. 401(K) SAVINGS PLAN | NEW YORK NY | 121 | $16.9M | $893K |
| 2 | FOOD INGREDIENTS, INC. FBH GROUP 401(K) PLAN | WAUKESHA WI | 44 | — | $618K |
| 3 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | MENDOTA IL | 196 | $42.3M | $571K |
| 4 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $493K |
| 5 | MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN | LOS ANGELES CA | 219 | $54.8M | $488K |
| 6 | DRB ENTERPRISES, LLC DRB ENTERPRISES, LLC 401K RETIREMENT PLAN | ROCKVILLE MD | 839 | $49.7M | $451K |
| 7 | GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP GOETZ, SCHENKER, BLEE & WIEDERHORN, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 69 | $23.1M | $447K |
| 8 | NEW CENTURY ALHAMBRA AUTOMOBILES INC.DBA NEW CENTURY BMW NEW CENTURY BMW, INC. 401(K) PLAN | ALHAMBRA CA | 378 | $15.7M | $418K |
| 9 | DYNAMIC DESIGN ENGINEERING, INC. DBA CJL ENGINEERING CJL ENGINEERING 401(K) PROFIT SHARING PLAN | MOON TOWNSHIP PA | 136 | $17.9M | $397K |
| 10 | YOUNGSTOWN ORTHOPAEDIC ASSOCIATES, LTD YOUNGSTOWN ORTHOPAEDIC ASSOCIATES LTD 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 105 | $28.7M | $390K |
See all 212 plans holding Royce Small-cap Opportunity
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