Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Federated Hermes Kaufmann Small Cp R6 Registered Investment Company in their Schedule of Assets, totaling $601K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEATHERMAN TOOL GROUP, INC. LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN | PORTLAND OR | 510 | $46.9M | $368K |
| 2 | YAKIMA CHIEF HOPS, INC YAKIMA CHIEF HOPS 401(K) RETIREMENT PLAN | YAKIMA WA | 232 | $15.5M | $153K |
| 3 | PATRA CORPORATION PATRA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST |
EL DORADO HILLS CA |
| 510 |
| $21.5M |
| $61K |
| 4 | ADVANTAGE SERVICES GROUP LLC ADVANTAGE SERVICES GROUP LLC 401(K) PLAN | LITTLETON CO | 307 | $5.2M | $19K |
