Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Royce Small-Cap Opportunity Instl Mutual fund in their Schedule of Assets, totaling $1.3M 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 | DOKKEN ENGINEERING DOKKEN ENGINEERING 401(K) PROFIT SHARING PLAN | FOLSOM CA | 145 | $38.9M | $821K |
| 2 | NORTH AMERICAN RISK SERVICES, INC. NORTH AMERICAN RISK SERVICES, INC. 401(K) PLAN | LAKE MARY FL | 536 | $30.8M | $218K |
| 3 | WESTERN PACIFIC DISTRIBUTING, LLC |
ORANGE CA |
| 129 |
| $23.6M |
| $114K |
| 4 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $90K |
| 5 | CAPE RETIREMENT COMMUNITY, INC. CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN | CPE GIRARDEAU MO | 74 | $2.8M | $40K |
| 6 | FORMA BRANDS, LLC FORMA BRANDS 401(K) PLAN | PACOIMA CA | 129 | $5.3M | $19K |
