Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Federated Hermes Mdt Sm Cap Gr R6 Federated 0 in their Schedule of Assets, totaling $3.2M 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 | FRIT, INC. FRIT, INC & AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN | OZARK AL | 139 | $10.1M | $1.4M |
| 2 | RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | WELCOME NC | 379 | $39.0M | $998K |
| 3 | SOUTHGROUP INSURANCE AND FINANCIAL SERVICES, LLC |
RIDGELAND MS |
| 104 |
| $16.9M |
| $213K |
| 4 | ZEOCHEM, LLC ZEOCHEM, LLC SAVINGS & RETIREMENT PLAN | LOUISVILLE KY | 96 | $12.1M | $157K |
| 5 | COVENANT HEALTH & COMMUNITY SERVICES, INC COVENANT CARE RETIREMENT SAVINGS PLAN | PENSACOLA FL | 202 | $10.1M | $137K |
| 6 | WATERS TRUCK AND TRACTOR CO. INC. WATERS 401(K) PROFIT SHARING PLAN | COLUMBUS MS | 256 | $15.0M | $104K |
| 7 | SAWTST, LLC SAWTST, LLC 401(K) PLAN | REDAN GA | 523 | $4.5M | $56K |
| 8 | LEONARD ALUMINUM UTILITY BLDGS LEONARD ALUMINUM UTILITY BLDGS LLC, RET PLAN | MOUNT AIRY NC | 783 | $11.1M | $30K |
| 9 | SEGERS AERO CORPORATION SEGERS AERO CORPORATION 401(K) PLAN | FAIRHOPE AL | 168 | $5.3M | $30K |
| 10 | WESTERN PLASTICS, INC. WESTERN PLASTICS, INC 401(K) PROFIT SHARING PLAN | CALHOUN GA | 164 | $8.1M | $29K |
