Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Royce Opportunity Fund Mutual Fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FS INVESTMENTS FRANKLIN SQUARE HOLDINGS L.P. 401(K) PROFIT SHARING PLAN AND TRUST | PHILADELPHIA PA | 567 | $81.9M | $1.3M |
| 2 | AVIDYNE CORPORATION AVIDYNE CORPORATION 401(K) RETIREMENT PLAN | MELBOURNE FL | 191 | $17.3M | $98K |
