Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Royce Small-Cap Total Return Instl " in their Schedule of Assets, totaling $450K 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 | MARTIGNETTI COMPANIES, LLC LOCAL 8 SALARY SAVINGS PLAN | TAUNTON MA | 164 | $36.6M | $280K |
| 2 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | SARTELL MN | 133 | $45.5M | $59K |
| 3 | MODA OPERANDI INC. MODA OPERANDI, INC. 401(K) PLAN |
BROOKLYN NY |
| 165 |
| $13.0M |
| $56K |
| 4 | EARL ENTERPRISES CORPORATE, LLC EARL ENTERPRISES RETIREMENT SAVINGS PLAN | ORLANDO FL | 6,561 | $33.1M | $56K |