Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Federated Hermes Institutional High Yield Bond Fund Class R6 Mutual fund in their Schedule of Assets, totaling $949K 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 | LIFELONG LEARNER HOLDINGS, LLC LIFELONG LEARNER HOLDINGS 401(K) PLAN | GLENDALE CA | 340 | $50.8M | $410K |
| 2 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $313K |
| 3 | BLUE RIDGE CABLE TECHNOLOGIES, INC. DBA BLUE RIDGE COMMUNICATIONS |
PALMERTON PA |
| 121 |
| $14.0M |
| $217K |
| 4 | COLUMBUS ORTHOPAEDIC CLINIC, P.A. COLUMBUS ORTHOPAEDIC CLINIC, P. A. 401(K) PLAN | COLUMBUS MS | 110 | $9.7M | $8K |
