Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Federated Hermes MDT Small Cap Core R6 in their Schedule of Assets, totaling $87.8M 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 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY 401(K) PLAN | RALEIGH NC | 15,787 | $2.7B | $65.6M |
| 2 | FIRST-CITIZENS BANK & TRUST COMPANY FIRST-CITIZENS BANK & TRUST COMPANY LEGACY 401(K) PLAN | RALEIGH NC | 669 | $363.3M | $19.2M |
| 3 | COMMUNITY TRUST BANCORP INC |
PIKEVILLE KY |
| 937 |
| $84.4M |
| $1.9M |
| 4 | VIRGINIA MARBLE MANUFACTURERS VIRGINIA MARBLE MANUFACTURERS 401(K) PROFIT SHARING PLAN | KENBRIDGE VA | 161 | $4.4M | $605K |
| 5 | THE MOORE COMPANIES INC. THE DIRECT MAIL SOLUTIONS EMPLOYEES' 401(K) PLAN | HENRICO VA | 248 | $10.4M | $312K |
| 6 | BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC 401(K) PLAN | BOSTON MA | 477 | $106.7M | $172K |
| 7 | COMMUNITY TRUST BANCORP INC COMMUNITY TRUST BANCORP INC EMPLOYEE STOCK OWNERSHIP PLAN | PIKEVILLE KY | 857 | $41.6M | $16K |
