Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Royce Opportunity Instl Mutual Fund in their Schedule of Assets, totaling $531K 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 | YOKEM MOTORS, L.L.C. YOKEM MOTORS, LLC 401(K) PROFIT SHARING PLAN | SHREVEPORT LA | 127 | $11.5M | $503K |
| 2 | MODERN HOLDINGS, INC. MODERN PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 98 | $14.6M | $27K |
