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 Instl Royce 0 in their Schedule of Assets, totaling $300K 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 | ATEC, INC. ATEC, INC. 401(K) PROFIT SHARING PLAN | STAFFORD TX | 376 | $32.2M | $274K |
| 2 | GRINDR LLC GRINDR LLC 401(K) PLAN | WEST HOLLYWOOD CA | 142 | $16.5M | $12K |
| 3 | AOTCO METAL FINISHING LLC AOTCO METAL FINISHING LLC 401(K) PROFIT SHARING PLAN |
BILLERICA MA |
| 116 |
| $6.3M |
| $10K |
| 4 | AMERICAN HEALTH FOUNDATION, INC. AMERICAN HEALTH FOUNDATION 403(B) RETIREMENT SAVINGS PLAN | DUBLIN OH | 604 | $7.3M | $4K |
