Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fed Hrmes Kaufmann Sm Cap Inst in their Schedule of Assets, totaling $1.5M 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 | PCI GAMING AUTHORITY PCI GAMING AUTHORITY 401(K) RETIREMENT PLAN | ATMORE AL | 7,712 | $184.2M | $813K |
| 2 | IVOCLAR VIVADENT, INC. IVOCLAR VIVADENT, INC. 401(K) RETIREMENT PLAN | AMHERST NY | 494 | $114.2M | $692K |