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 Growth Fund Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN | ATLANTA GA | 331 | $54.3M | $725K |
| 2 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN | PEABODY MA | 1,307 | $66.6M | $450K |
| 3 | GMTO CORPORATION GMTO CORPORATION RETIREMENT PLAN |
PASADENA CA |
| 78 |
| $36.2M |
| $251K |
| 4 | DANDELION PAYMENTS, INC. 401(K) PLAN DANDELION PAYMENTS, INC. 401(K) PLAN | BUENA PARK CA | 1,427 | $71.1M | $241K |
| 5 | B&R STORES, INC. B&R STORES, INC. 401(K) PLAN | LINCOLN NE | 1,386 | $74.6M | $129K |
| 6 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $45K |
| 7 | DISCOVERY PRACTICE MANAGEMENT, INC. DISCOVERY BEHAVIORAL HEALTH 401(K) PLAN | IRVINE CA | 2,357 | $38.1M | $42K |
