Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Royce Opportunity Fund S Class " in their Schedule of Assets, totaling $345K 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 | ELM ELECTRICAL, INC. ELM ELECTRICAL, INC. 401(K) PLAN | WESTFIELD MA | 224 | $43.8M | $345K |