Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Royce Total Return Fund # in their Schedule of Assets, totaling $4.7M 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 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $4.2M |
| 2 | TRANSCENDIA, INC. TRANSCENDIA, INC. 401(K) AND PROFIT SHARING PLAN | FRANKLIN PARK IL | 687 | $51.5M | $386K |
| 3 | POTTS WELDING & BOILER REPAIR CO., INC. |
NEWARK DE |
| 93 |
| $19.8M |
| $158K |
| 4 | RESTAURANT MANAGEMENT, INC. RESTAURANT MANAGEMENT, INC. EMPLOYEES' PROFIT SHARING PLAN | CINCINNATI OH | 502 | $5.0M | $10K |
| 5 | VALEO FINANCIAL ADVISORS, LLC VALEO FINANCIAL ADVISORS, LLC RETIREMENT PLAN | CARMEL IN | 183 | $28.4M | $592 |
