Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Royce Special Equity Fund - in their Schedule of Assets, totaling $7.0M 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 | CONSTRUCTION RESOURCES MANAGEMENT, INC. WALBEC GROUP RETIREMENT PLAN | WAUKESHA WI | 744 | $180.5M | $5.9M |
| 2 | NEB CORPORATION NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN | FOND DU LAC WI | 373 | $87.6M | $604K |
| 3 | CULMEN INTERNATIONAL, LLC |
ALEXANDRIA VA |
| 340 |
| $31.4M |
| $497K |
