Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Federated Hermes Kaufmann Small Cap Fund Mutual Fund in their Schedule of Assets, totaling $11.2M 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 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $8.1M |
| 2 | INFINERA CORPORATION INFINERA 401(K) PLAN | SAN JOSE CA | 1,235 | $359.9M | $1.4M |
| 3 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN |
| 865 |
| $112.1M |
| $711K |
| 4 | WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. WIELAND ROLLED PRODUCTS NORTH AMERICA BUFFALO, INC. AND UNITED STEELWORKERS LOCAL 593 401(K) RETIREMENT PLAN | BUFFALO NY | 355 | $45.0M | $356K |
| 5 | PIXELOGIC MEDIA PARTNERS, LLC PIXELOGIC 401(K) PROFIT SHARING PLAN | BURBANK CA | 683 | $42.4M | $356K |
| 6 | MAITA AUTO GROUP MAITA PROFIT SHARING 401(K) PLAN AND TRUST | SACRAMENTO CA | 496 | $36.0M | $313K |
| 7 | THE SAVINGS GROUP, INC. THE SAVINGS GROUP 401(K) PLAN | AUSTIN TX | 502 | $12.3M | $13K |
| 8 | READING PARTNERS READING PARTNERS 403(B) PLAN | OAKLAND CA | 186 | $5.7M | $11K |
