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 in their Schedule of Assets, totaling $36.7M 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 | $35.3M |
| 2 | NLB CORPORATION NLB CORPORATION EMPLOYEES' SAVINGS TRUST | WIXOM MI | 238 | $28.1M | $420K |
| 3 | SERVICE MOTOR COMPANY SERVICE MOTOR COMPANY 401K PROFIT SHARING PLAN |
DALE WI |
| 111 |
| $8.3M |
| $341K |
| 4 | AMPLITY, INC. AMPLITY, INC. 401(K) PLAN | LANGHORNE PA | 737 | $66.0M | $213K |
| 5 | GENPAK LLC GENPAK 401(K) PLAN | CHARLOTTE NC | 1,255 | $86.8M | $172K |
| 6 | OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC. OAKLEY RETIREMENT PLAN | FLINT MI | 139 | $10.3M | $155K |
| 7 | GREEN BAY ONCOLOGY, LTD GREEN BAY ONCOLOGY, LTD EMPLOYEES PROFIT SHARING 401(K) PLAN | GREEN BAY WI | 85 | $23.0M | $44K |
| 8 | FIRST PROTOCOL, INC. FIRST 401(K) PLAN | NEW YORK NY | 491 | $27.6M | $9K |