Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Royce Pennsylvania Mutual Fund Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | VANTAGE POINT SOLUTIONS, INC. VANTAGE POINT SOLUTIONS 401(K) PLAN | MITCHELL SD | 376 | $34.2M | $960K |
| 2 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $71K |
| 3 | RESTAURANTS OF AMERICA, INC. RESTAURANTS OF AMERICA RETIREMENT PLAN |
CENTENNIAL CO |
| 533 |
| $2.9M |
| $20K |
| 4 | NEILL AIRCRAFT CO. NEILL AIRCRAFT CO. 401(K) PLAN | LONG BEACH CA | 208 | $4.9M | $8K |