Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding ROYCE SMALLCAP OPPORTUNITY INS in their Schedule of Assets, totaling $4.2M 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 | OLSONS GREENHOUSE GARDENS, INC. OLSONS GREENHOUSE GARDENS, INC. 401K PROFIT SHARING PLAN | SALEM UT | 570 | $11.5M | $1.6M |
| 2 | MCKINLEY CAPITAL MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN | ANCHORAGE AK | 91 | $24.8M | $726K |
| 3 | CUSTOMER ENGINEERING SERVICES |
COPPELL TX |
| 322 |
| $24.6M |
| $541K |
| 4 | MCKINLEY MANAGEMENT, LLC MCKINLEY MANAGEMENT, INC. 401(K) SAVINGS PLAN | ANCHORAGE AK | 33 | $19.0M | $517K |
| 5 | GLOBAL TAX MANAGEMENT, INC. GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | WAYNE PA | 202 | $50.3M | $420K |
| 6 | MERICAL, INC. MERICAL, INC. EMPLOYEE'S SAVINGS PLAN | ANAHEIM CA | 466 | $12.4M | $144K |
| 7 | EAG SERVICES, INC. EAG SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 143 | $11.3M | $59K |
| 8 | SEQUENTIAL BIODIESEL LLC CRIMSON RENEWABLE ENERGY HOLDINGS LLC 401K PLAN | DENVER CO | 386 | $9.0M | $52K |
| 9 | NORMS RESTAURANTS, LLC NORM'S 401K PLAN | BELLFLOWER CA | 1,204 | $14.1M | $41K |
| 10 | INSTEM LIFE SCIENCE SYSTEMS INSTEM LIFE SCIENCE SYSTEMS N AMERICA LTD. 401(K) PLAN | WEST CONSHOHOCKEN PA | 67 | $21.3M | $39K |
