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 Investment Class in their Schedule of Assets, totaling $27.7M 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 | AUTOZONE, INC. AUTOZONE, INC. 401(K) PLAN | MEMPHIS TN | 99,222 | $1.1B | $27.7M |
| 2 | FLORIDA CAPITAL BANK, N.A. FLORIDA CAPITAL GROUP, INC. 401(K) PLAN | JACKSONVILLE FL | 130 | $9.8M | $15K |
