Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Federated Hermes Mdt Small Cap Core in their Schedule of Assets, totaling $440K 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 | WAICU BENEFITS CONSORTIUM, INC. WAICU BENEFITS CONSORTIUM, INC. HEALTH PLAN | MADISON WI | 1,010 | $15.7M | $332K |
| 2 | DAN CUMMINS, INC. DAN CUMMINS, INC. 401(K) PLAN | PARIS KY | 418 | $14.3M | $49K |
| 3 | ANDERSON HOLDING COMPANY, INC. ANDERSON HOLDING COMPANY, INC. 401(K) PLAN AND TRUST |
AUGUSTA GA |
| 308 |
| $1.9M |
| $38K |
| 4 | AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST AUTO/TRUCK DEALERS ASSOCIATION EMPLOYEE BENEFIT TRUST | MILWAUKEE WI | 1,104 | $558K | $21K |
