Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Federated Hermes Federated Hermes Institutional High Yield Bond in their Schedule of Assets, totaling $5.5M 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 | 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 | PRIME GROUP HOLDINGS, LLC PRIME GROUP HOLDINGS, LLC RETIREMENT TRUST |
SARATOGA SPRINGS NY |
| 604 |
| $9.9M |
| $65K |
| 4 | TRIMECH ACQUISITION CORP. TRIMECH 401(K) PLAN | GLEN ALLEN VA | 366 | $26.1M | $53K |
| 5 | VANTAGE PLASTICS VANTAGE PLASTICS 401(K) PLAN | STANDISH MI | 282 | $8.1M | $26K |
| 6 | MARINER HEALTH CARE MARINER SAVINGS PLAN | ATLANTA GA | 4,318 | $75.2M | $21K |
| 7 | MESSER FINANCIAL GROUP MESSER FINANCIAL GROUP 401(K) PLAN | CHARLOTTE NC | 141 | $4.6M | $21K |
