Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Federated Hermes MDT Sm Cap Gr Inst Mutual Fund in their Schedule of Assets, totaling $875K 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 | LIEBERT CASSIDY WHITMORE LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST | LOS ANGELES CA | 171 | $60.0M | $864K |
| 2 | BROADSTEP BEHAVIORAL HEALTH INC BROADSTEP BEHAVIORAL HEALTH INC. 401(K) RETIREMENT PLAN | KINGSTREE SC | 418 | $7.8M | $11K |
