Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Royce Small‐Cap Opportunity in their Schedule of Assets, totaling $691K 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 | BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTION 401(K) RETIREMENT PLAN | SOUDERTON PA | 255 | $28.1M | $186K |
| 2 | LONG HAUL TRUCKING, INC. LONG HAUL TRUCKING, INC. 401(K) RETIREMENT PLAN | CLEARWATER MN | 143 | $8.1M | $178K |
| 3 | GUARANTEE TRUST LIFE INSURANCE COMPANY |
GLENVIEW IL |
| 296 |
| $57.0M |
| $123K |
| 4 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $70K |
| 5 | SYNERGISTIX, INC. SYNERGISTIX, INC. 401(K) PLAN | SUNRISE FL | 154 | $5.7M | $58K |
| 6 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $28K |
| 7 | UNITED TN HOLDINGS, INC. UNITED TN HOLDINGS, INC. 401(K) PLAN | COLLIERVILLE TN | 379 | $8.4M | $23K |
| 8 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $9K |
| 9 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $8K |
| 10 | HINDS COUNTY MENTAL HEALTH COMMISSION DBA HINDS BEHAVIORAL HEALTH SERV HINDS BEHAVIORAL HEALTH SERVICES 401(K) PLAN | JACKSON MS | 205 | $4.7M | $4K |
