Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Royce Opportunity Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | BIMEDA, INC. BIMEDA, INC. 401(K) RETIREMENT PLAN | OAKBROOK TERRACE IL | 195 | $22.8M | $1.1M |
| 2 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $41K |
| 3 | THOMASVILLE NATIONAL BANK THOMASVILLE NATIONAL BANK 401(K) PROFIT SHARING PLAN |
THOMASVILLE GA |
| 127 |
| $33.4M |
| $7K |
