Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Kaufmann Federated Hermes Kaufmann Small Cap Fund in their Schedule of Assets, totaling $184K 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 | ACCELERATE360 DISTRIBUTION, LLC ACCELERATE360 DISTRIBUTION, LLC 401(K) PLAN | FORTMILL SC | 1,251 | $75.9M | $184K |
