Royce
Royce Small-Cap Opportunity Fund Institutional Class
Ticker ROFIX · Mutual fund · Share class: Class Instl
Matched by tickerAll Franklin Templeton fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
50
11 with $250K or more
Dollars held
$16.8M
69,812 of 69,862 plans with fund lines hold none
Median per plan
$46K
Share of their fund dollars
0.5%
Same fund, other share classes
1 plan hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)ROFIX | Low cost | 50 | $16.8M |
| Royce Small-Cap Opportunity Fund R ClassROFRX | Not stated | 3 | $50K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$5.8M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (3 plans)
| Plan | Year-end value |
|---|---|
| Data Axle, Inc. Retirement Plan$50M-$250M | $4.8M to $4.9M |
| White Castle 401(k) Retirement Savings Plan$50M-$250M | $625K |
| Baillie Lumber Co., L.P. 401(k) Plan$50M-$250M | $389K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Royce Small-Cap Opportunity Fund Institutional Class
The largest 10 plans in each list.
| Mankato Clinic, Ltd. 401(k) Profit Sharing Plan$264M plan · Mankato Clinic Ltd, MN · Milliman | $9.1M |
| Customers Bank 401(k) Plan$122M plan · Customers Bank, PA · Fidelity (FMR) | $1.4M |
| Trimas Corporation Salaried Retirement Program$132M plan · Trimas Corporation, MI · Fidelity (FMR) | $883K |
| Dokken Engineering 401(k) Profit Sharing Plan$46.5M plan · Dokken Engineering, CA · Northwest Plan Services | $814K |
| The Exploratorium Retirement Plan$59.1M plan · The Exploratorium, CA · Empower | $588K |
| American Neighborhood Mortgage Acceptance Co., LLC 401(k) Plan$45.4M plan · American Neighborhood Mortgage Acceptance Co., LLC, NJ · John Hancock (Manulife) | $495K |
| Ruffin Holdings 401(k) Plan$38.2M plan · Treasure Island, LLC, NV · Bank of America (Merrill) | $382K |
| Trimas Corporation Hourly Retirement Program$94.7M plan · Trimas Corporation, MI · Fidelity (FMR) | $359K |
| Atec, Inc. 401(k) Profit Sharing Plan$40.1M plan · Atec, Inc., TX · Ascensus | $333K |
| Computer Aid, Inc. 401(k) Profit Sharing Plan$176M plan · Computer Aid, Inc., PA · Vanguard | $327K |
Plans whose filed schedule lists Royce Small-Cap Opportunity Fund Institutional Class.
See all 50 plans with Pro. Free for 7 days, then $49 a month.
Pro unlocks:
- Plan and sponsor names
- Recordkeeper
- Plan assets
- Dollars held and % of plan funds
How the filings spell it
Show 8 names seen in the filings
- MassMutual Small Cap Opportunity
- MassMutual Small Cap Opportunity I
- Royce Small Cap Opportunity
- Royce Small Cap Opportunity Fund Institutional
- Royce Small Cap Opportunity Institutional Fund
- Royce Small Cap Opportunity Mutual
- Royce Small-Cap Opportunity Fund Institutional Class Mutual fund
- Royce Small-Cap Opportunity Instl