Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Royce Opportunity Fund in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, U.A. LOCALS 375/367 SUPPLEMENTAL PENSION TRUST U.A. LOCALS NO. 375 AND 367 SUPPLEMENTAL TRUST | PORTLAND OR | 2,244 | $102.4M | $5.0M |
| 2 | DOUGLAS COUNTY, INC. SAVINGS PLAN FOR EMPLOYEES OF DOUGLAS COUNTY INCORPORATED | WINCHESTER OR | 131 | $8.8M | $376K |
| 3 | BOARD OF TRUSTEES OF THE PRESSMEN LOCAL 72 401(K) RETIREMENT PLAN |
RIVERDALE MD |
| 194 |
| $13.6M |
| $31K |
| 4 | ALMON, INC. ALMON, INC. 401(K) PLAN | WAUKESHA WI | 123 | $13.4M | $21K |
| 5 | ELECTRICAL WORKERS DEFINED CONTRIBUTION PLAN FOR NORTHERN NEVADA ELECTRICAL WORKERS DEFINED CONTRIBUTION PLAN FOR NORTHERN NEVADA | RENO NV | 2,140 | $128.8M | $10K |
