Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding FEDERATED KAUFMANN SMALLCAP R6 in their Schedule of Assets, totaling $3.8M 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 | HIGHPOINTE HOSPITALITY, INC. HIGHPOINTE HOTEL CORPORATION EMPLOYEES RETIREMENT PLAN | GULF BREEZE FL | 174 | $11.2M | $903K |
| 2 | COHERUS BIOSCIENCES, INC. COHERUS BIOSCIENCES, INC. 401K PLAN | REDWOOD CITY CA | 239 | $52.7M | $586K |
| 3 | UPSTANDING, LLC MOBILITYWARE, LLC 401(K) PLAN |
IRVINE CA |
| 211 |
| $32.8M |
| $384K |
| 4 | COMMONWEALTH BUSINESS BANK COMMONWEALTH BUSINESS BANK 401K PROFIT SHARING PLAN | LOS ANGELES CA | 171 | $20.0M | $361K |
| 5 | IGNITION CREATIVE, LLC IGNITION CREATIVE, LLC 401(K) PLAN | LOS ANGELES CA | 73 | $8.3M | $211K |
| 6 | VITAMEDMD, LLC THERAPEUTICS MD 401(K) PLAN | BOCA RATON FL | 6 | $13.7M | $199K |
| 7 | LOGISTEED AMERICA, INC. LOGISTEED AMERICA, INC. 401(K) PLAN | TORRANCE CA | 302 | $29.2M | $185K |
| 8 | SOUTH CAROLINA YOUTH ADVOCATE PR SOUTH CAROLINA YOUTH ADVOCATE PROGRAM 401(K) PLAN | COLUMBIA SC | 141 | $13.6M | $171K |
| 9 | EPIMED INTERNATIONAL, INC. EPIMED INTERNATIONAL, INC. PROFIT SHARING PLAN | JOHNSTOWN NY | 110 | $12.9M | $152K |
| 10 | VITO C. QUATELA M.D., PLLC VITO C. QUATELA, M.D., PLLC EMPLOYEES SAVINGS AND PROFIT SH | ROCHESTER NY | 112 | $11.2M | $144K |
