Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Royce Small-Cap Opportunity Fund in their Schedule of Assets, totaling $1.2M 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 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $413K |
| 2 | INVESTORS HERITAGE CAPITAL CORPORATION IHCC 401(K) RETIREMENT PLAN | FRANKFORT KY | 101 | $16.7M | $314K |
| 3 | MIAMI BEACH COMMUNITY HEALTH CENTER, INC. |
MIAMI FL |
| 333 |
| $17.1M |
| $149K |
| 4 | STAR TRANSPORT, LLC STAR COMPANIES 401(K) PLAN | OVERLAND PARK KS | 514 | $10.4M | $140K |
| 5 | JMJS, INC. DBA COE DISTRIBUTING COE DISTRIBUTING 401(K) PROFIT SHARING PLAN | SMOCK PA | 102 | $7.7M | $68K |
| 6 | CLINIPACE INC CLINIPACE INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 363 | $38.4M | $35K |
| 7 | SOUTHERN ERECTORS, INC. SEI-GROUP 401(K) PLAN AND TRUST | PENSACOLA FL | 119 | $15.8M | $22K |
| 8 | WASTE HARMONICS LLC WASTE HARMONICS LLC 401(K) PROFIT SHARING PLAN & TRUST | VICTOR NY | 159 | $4.3M | $14K |
| 9 | E & M ELECTRIC AND MACHINERY, INC. E & M ELECTRIC AND MACHINERY, INC. 401(K) PROFIT SHARING PLAN | HEALDSBURG CA | 121 | $23.0M | $3K |
