Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Federated Hermes MDT Mid-Cap Growth Mutual Fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $1.0M |
| 2 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $928K |
| 3 | IH MISSISSIPPI VALLEY CREDIT UNION IH MISSISSIPPI VALLEY CREDIT UNION 401(K) PLAN & TRUST |
MOLINE IL |
| 401 |
| $41.1M |
| $868K |
| 4 | FACULTY STUDENT ASSOC. OF STATE UNIVERSITY COLLEGE AT FREDONIA FACULTY STUDENT ASSOCIATION OF STATE UNIVERSITY COLLEGE AT FREDONIA, NEW YORK, INC. RETIREMENT PLAN | FREDONIA NY | 68 | $22.2M | $654K |
