Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Federated Hermes Clover Small Val Fd R6 Mutual Fund in their Schedule of Assets, totaling $646K 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 | R.H. WHITE CONSTRUCTION CO., INC. R.H. WHITE 401(K) PROFIT SHARING-PW PLAN | AUBURN MA | 520 | $70.4M | $331K |
| 2 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN | COVINGTON LA | 420 | $30.2M | $291K |
| 3 | THE BRIAR TEAM, LLC THE BRIAR TEAM, LLC 401(K) PROFIT SHARING PLAN |
SANFORD FL |
| 230 |
| $8.0M |
| $25K |
