Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Royce Small-Cap Opportunity Fund Institutional Class Mutual fund - in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CUSTOMERS BANK CUSTOMERS BANK 401(K) PLAN | WEST READING PA | 799 | $96.1M | $1.3M |
| 2 | PT SOLUTIONS HOLDINGS, LLC PT SOLUTIONS HOLDINGS, LLC 401(K) PLAN | ATLANTA GA | 5,066 | $65.4M | $295K |
| 3 | SURGE OPERATING, LLC SURGE OPERATING, LLC 401(K) PLAN |
HOUSTON TX |
| 156 |
| $31.9M |
| $66K |
| 4 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | HOUSTON TX | 158 | $34.7M | $31K |
