Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Federated Hermes Kaufmann Small Cap R6 " in their Schedule of Assets, totaling $2.4M 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 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $988K |
| 2 | ALPHIA, INC. ALPHIA, INC. 401(K) PLAN | DENVER CO | 844 | $55.5M | $951K |
| 3 | SELFHELP COMMUNITY SERVICES, INC. SELFHELP COMMUNITY SERVICES, INC. 403(B) PLAN |
NEW YORK NY |
| 1,846 |
| $14.6M |
| $280K |
| 4 | O'KEEFFE'S, INC. O'KEEFFES, INC. 401(K) PLAN & TRUST | BRISBANE CA | 255 | $18.1M | $77K |
| 5 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN | DICKINSON ND | 542 | $54.2M | $48K |
| 6 | HCL GLOBAL SYSTEMS, INC. HCL GLOBAL SYSTEMS 401(K) PLAN | FARMINGTON HILLS MI | 617 | $6.9M | $17K |
| 7 | TRIPLESEAT SOFTWARE LLC TRIPLESEAT SOFTWARE LLC 401(K) PROFIT SHARING PLAN | CONCORD MA | 244 | $13.6M | $2K |
