Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Federated Securities Corporation Fed Hrmes Kaufmann Sm Cp R6 Fd in their Schedule of Assets, totaling $210K 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 | KOLLECTIVE MANAGEMENT SERVICES, LLC KOLLECTIVE MANAGEMENT SERVICES, LLC 401(K) PLAN | EDISON NJ | 575 | $34.5M | $169K |
| 2 | CREDIT UNION WEST CREDIT UNION WEST 401(K) PLAN | GLENDALE AZ | 221 | $22.9M | $41K |
