Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Royce Small-Cap Opportunity Pooled separate accounts in their Schedule of Assets, totaling $15K 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 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $10K |
| 2 | AKS INDUSTRIES, INC. AKS INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KIRKLAND WA | 350 | $15.0M | $4K |
| 3 | GAMMA CONSTRUCTION COMPANY, INC. |
HOUSTON TX |
| 173 |
| $9.2M |
| $2K |
