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 Total Return Bond Fund in their Schedule of Assets, totaling $20.8M 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 | FIRST NATIONAL OF NEBRASKA, INC. FIRST NATIONAL OF NEBRASKA, INC. FIRST SAVINGS PLAN | OMAHA NE | 4,622 | $1.0B | $17.2M |
| 2 | ALASKA HEART INSTITUTE, LLC ALASKA HEART INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 272 | $74.5M | $2.4M |
| 3 | TRIB TOTAL MEDIA, LLC |
GREENSBURG PA |
| 248 |
| $48.1M |
| $732K |
| 4 | HSC ACQUISITION, LLC D/B/A PROPEL HEALTH HSC ACQUISITION, LLC 401(K) PLAN | GLADSTONE NJ | 376 | $27.8M | $282K |
| 5 | REFUAH HEALTH CENTER, INC. REFUAH HEALTH CENTER, INC. 403(B) PLAN | SPRING VALLEY NY | 591 | $13.5M | $158K |