Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Federated Hermes Institutional High Yield Bond Fund Mutual fund in their Schedule of Assets, totaling $1.7M 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 | ST. ANNS HOME, INC. ST. ANN'S HOME, INC. RETIREMENT PLAN | METHUEN MA | 331 | $31.6M | $1.0M |
| 2 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $184K |
| 3 | MEDICAL DEPOT, INC. DRIVE MEDICAL DESIGN & MANUFACTURING DRIVE DEVILBISS HEALTHCARE 401(K) PLAN |
PORT WASHINGTON NY |
| 864 |
| $77.6M |
| $155K |
| 4 | BEHRENS AND ASSOCIATES INC BEHRENS AND ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | EL SEGUNDO CA | 112 | $7.8M | $145K |
| 5 | EAGLE CONSTRUCTION OF VA, LLC EAGLE CONSTRUCTION OF VA, LLC 401(K) PLAN | HENRICO VA | 124 | $9.7M | $75K |
| 6 | TRI CITIES RESIDENTIAL SERVICES, INC. TCRS 401(K) PLAN | KENNEWICK WA | 115 | $3.3M | $46K |
| 7 | D & H COMPANY D & H COMPANY 401(K) PLAN | TUPELO MS | 556 | $4.2M | $39K |
| 8 | CLEAR MOUNTAIN BANK, INC. CLEAR MOUNTAIN BANK, INC. 401(K) PLAN | BRUCETON MILLS WV | 148 | $16.2M | $30K |
| 9 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 154 | $19.7M | $10K |
| 10 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $6K |
