Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Royce Small-Cap Special Equity Instl Fund Registered Investment Company in their Schedule of Assets, totaling $115K 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 | BOSSARD U.S. HOLDINGS, INC. BOSSARD U.S. HOLDINGS, INC. 401(K) PLAN | CEDAR FALLS IA | 377 | $42.1M | $115K |
