Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Federated Hermes MDT Mid-Cap Growth R6 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNGERBOECK SYSTEMS INTERNATIONAL, INC. UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN | ST. LOUIS MO | 241 | $42.6M | $1.1M |
| 2 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $715K |
| 3 | FORAN GLENNON PALANDECH & PONZI, PC |
CHICAGO IL |
| 103 |
| $27.1M |
| $497K |
| 4 | AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO CA | 180 | $42.7M | $352K |
| 5 | THE TITLE TEAM CO THE TITLE TEAM 401(K) PROFIT SHARING PLAN | BISMARCK ND | 257 | $25.3M | $339K |
| 6 | PRIDE INC. PRIDE, INC 401(K) PROFIT SHARING PLAN | BISMARCK ND | 228 | $22.8M | $154K |
| 7 | MINOT VOCATIONAL ADJUSTMENT WORKSHOP D/B/A KALIX KALIX RETIREMENT PLAN | MINOT ND | 286 | $25.2M | $149K |
| 8 | HEARTVIEW FOUNDATION HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN | BISMARCK ND | 162 | $6.6M | $113K |
| 9 | AIRSLATE, INC. AIRSLATE, INC. 401(K) PLAN | BROOKLINE MA | 76 | $5.8M | $49K |
| 10 | THEORY WELLNESS INC. THEORY WELLNESS INC., 401(K) PROFIT SHARING PLAN | STONEHAM MA | 200 | $2.3M | $19K |
