Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FEDERATED FED HERM KAUF LG CAP IS MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $513K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JOHN HENRYS PLUMBING & HEATING JOHN HENRYS PLUMBING & HEATING 401K PLAN | LINCOLN NE | 142 | $4.5M | $420K |
| 2 | SAN DIEGO HEBREW HOMES SAN DIEGO HEBREW HOMES 403B PLAN | ENCINITAS CA | 276 | $8.8M | $93K |
