Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Federated Hermes Mdt Sm Cap Cr R6 Federated 0 in their Schedule of Assets, totaling $358K 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 | SOFTDOCS SC, LLC SOFTDOCS SC, LLC 401(K) PLAN | COLUMBIA SC | 124 | $7.1M | $220K |
| 2 | MIDSTATE MANUFACTURING COMPANY MIDSTATE EMPLOYEE SAVINGS & RETIREMENT PLAN | GALESBURG IL | 171 | $7.3M | $82K |
| 3 | SOUTHGROUP INSURANCE AND FINANCIAL SERVICES, LLC SOUTHGROUP 401(K) PLAN |
RIDGELAND MS |
| 104 |
| $16.9M |
| $39K |
| 4 | SOUTHERN HENS, INC. SOUTHERN HENS COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN | MOSELLE MS | 226 | $6.8M | $15K |
| 5 | WATERS TRUCK AND TRACTOR CO. INC. WATERS 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 256 | $15.0M | $2K |
