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 R in their Schedule of Assets, totaling $27K 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 | GOLD COAST EAGLE DISTRIBUTING, LLP GOLD COAST EAGLE DISTRIBUTING EMPLOYEES SAVINGS PLAN | SARASOTA FL | 140 | $7.4M | $25K |
| 2 | MEXCOR TEXAS, LLC MEXCOR TEXAS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 237 | $2.2M | $2K |