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 in their Schedule of Assets, totaling $510K 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 | DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. DERMATOLOGY ASSOCIATES OF TALLAHASSEE P. A. PROFIT SHARING 401(K) PLAN | TALLAHASSEE FL | 295 | $27.9M | $301K |
| 2 | BRIDGE PARTNERS, LLC BRIDGE PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ISSAQUAH WA | 255 | $25.3M | $138K |
| 3 | UNITED SURETY & INDEMNITY CO. |
SAN JUAN PR |
| 115 |
| $8.4M |
| $59K |
| 4 | IDENTITY, INC. IDENTITY, INC. 401(K) PLAN | GAITHERSBURG MD | 178 | $4.4M | $12K |
