Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Royce Small-Cap Total Return Fund Mutual fund -- in their Schedule of Assets, totaling $4.9M 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 | MCANGUS GOUDELOCK & COURIE, LLC MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 764 | $111.1M | $3.8M |
| 2 | TRUSTEES OF MICHIANA AREA ELEC WORKERS' MONEY PURCHASE PLAN MICHIANA AREA ELECTRICAL WORKERS' MONEY PURCHASE PLAN | LANSING MI | 1,389 | $123.5M | $1.1M |
