Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Federated Hermes MDT Small Cap Growth Fund Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN | ATLANTA GA | 331 | $54.3M | $725K |
| 2 | HALL AMBULANCE SERVICE INC. HALL AMBULANCE SERVICE INC. | BAKERSFIELD CA | 327 | $15.0M | $613K |
| 3 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN |
PEABODY MA |
| 1,307 |
| $66.6M |
| $450K |
| 4 | THE UNIVERSITY CORPORATION THE UNIVERSITY CORPORATION 403(B) PLAN | NORTHRIDGE CA | 409 | $13.8M | $280K |
| 5 | GMTO CORPORATION GMTO CORPORATION RETIREMENT PLAN | PASADENA CA | 78 | $36.2M | $251K |
| 6 | DANDELION PAYMENTS, INC. 401(K) PLAN DANDELION PAYMENTS, INC. 401(K) PLAN | BUENA PARK CA | 1,427 | $71.1M | $241K |
| 7 | B&R STORES, INC. B&R STORES, INC. 401(K) PLAN | LINCOLN NE | 1,386 | $74.6M | $129K |
| 8 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $45K |
| 9 | DISCOVERY PRACTICE MANAGEMENT, INC. DISCOVERY BEHAVIORAL HEALTH 401(K) PLAN | IRVINE CA | 2,357 | $38.1M | $42K |
