Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Royce Royce Opportunity Instl in their Schedule of Assets, totaling $568K 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 | W.D. LARSON COMPANIES LTD, INC. W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN | ST. LOUIS PARK MN | 782 | $55.4M | $443K |
| 2 | THE CHANDLER SCHOOL THE CHANDLER SCHOOL DC RETIREMENT PLAN | PASADENA CA | 77 | $20.5M | $125K |