Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Royce Investment Partners Royce Small-Cap Opportunity Fund Institutional Class in their Schedule of Assets, totaling $43K 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 | ALTERN MARKETING, LLC GOLDEN HIPPO RETIREMENT PLAN | WOODLAND HILLS CA | 1,611 | $40.9M | $43K |
