Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Royce Small-Cap Opportunity Fund Institutional Class in their Schedule of Assets, totaling $55K 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 | QAS MANAGEMENT LLC QAS MANAGEMENT LLC 401(K) PSP & TRUST | CHARLOTTE NC | 1,509 | $4.4M | $46K |
| 2 | HAMPTON GOLF INC HAMPTON GOLF INC 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 1,843 | $12.6M | $9K |
