Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The Royce Funds Royce Total Return Fund - in their Schedule of Assets, totaling $2.2M 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 | BHCARE, INC. BHCARE, INC. RETIREMENT PLAN | NORTH HAVEN CT | 308 | $17.7M | $1.3M |
| 2 | FIRST COMMAND FINANCIAL PLANNING, INC. FIRST COMMAND FINANCIAL PLANNING, INC. 401(K)-EMPLOYEE STOCK OWNERSHIP PLAN | FORT WORTH TX | 893 | $216.9M | $899K |
