Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Royce Premier Fund; Institutional Class Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | CITRIN COOPERMAN & COMPANY, LLP CITRIN COOPERMAN & COMPANY, LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,949 | $292.0M | $1.7M |
| 2 | UNITED ENERGY TRADING, LLC UNITED ENERGY TRADING LLC 401K PROFIT SHARING PLAN | BISMARCK ND | 129 | $34.8M | $200K |
| 3 | CITRIN COOPERMAN & COMPANY LLP |
NEW YORK NY |
| 889 |
| $7.6M |
| $80K |
| 4 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $48K |
