Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FEDERATED HERMES MDT MID CP R6 MUTUAL FUNDS in their Schedule of Assets, totaling $9.8M 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 | CHENEY BROTHERS, INC. CHENEY BROTHERS, INC. 401(K) PLAN | RIVIERA BEACH FL | 2,905 | $115.0M | $4.7M |
| 2 | DIRECT CHASSISLINK, INC. DIRECT CHASSISLINK, INC. 401(K) SAVINGS PLAN | CHARLOTTE NC | 789 | $44.2M | $1.3M |
| 3 | WILLIAMS INDUSTRIES, INC. WILLIAMS INDUSTRIES, INC. EMPLOYEE SAVINGS AND RETIREMENT PLAN |
MANASSAS VA |
| 133 |
| $10.5M |
| $1.1M |
| 4 | WILLIAMS STEEL ERECTION CO., INC. MONEY PURCHASE PLAN AS ADOPTED BY WILLIAMS STEEL ERECTION CO., INC. | MANASSAS VA | 67 | $3.7M | $1.1M |
| 5 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $1.1M |
| 6 | FORMAN WATKINS KRUTZ LLP FWK 401(K) PLAN | JACKSON MS | 130 | $26.1M | $485K |
