Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Federated Hermes Clover Small Value Fund in their Schedule of Assets, totaling $9.7M 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 | FEDERATED HERMES, INC. FEDERATED HERMES, INC. EMPLOYEES PROFIT SHARING / 401(K) PLAN | PITTSBURGH PA | 1,461 | $693.5M | $9.5M |
| 2 | CATCHPOINT SYSTEMS, INC. CATCHPOINT SYSTEMS, INC. 401(K) PLAN | NEW YORK NY | 76 | $14.1M | $200K |
