Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding ROYCE SM CP OPPS IS Registered Investment Company in their Schedule of Assets, totaling $4.0M 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 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $4.0M |
