Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Federated Hermes Federated Hermes Institutional High Yield Bond in their Schedule of Assets, totaling $5.4M 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 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $2.8M |
| 2 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II | DALLAS TX | 514 | $207.0M | $2.6M |
| 3 | TRIMECH ACQUISITION CORP. TRIMECH 401(K) PLAN |
GLEN ALLEN VA |
| 366 |
| $26.1M |
| $53K |
| 4 | VANTAGE PLASTICS VANTAGE PLASTICS 401(K) PLAN | STANDISH MI | 282 | $8.1M | $26K |
| 5 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $21K |