Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Federated Hermes Mdt Small Cap Growth Mutual Fund in their Schedule of Assets, totaling $9.9M 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 | MINCO PRODUCTS, INC. MINCO PRODUCTS, INC. 401K SAVINGS AND PROFIT SHARING PLAN | MINNEAPOLIS MN | 345 | $62.3M | $4.7M |
| 2 | ALVOGEN GROUP, INC. ALVOGEN GROUP SAVINGS INCENTIVE PLAN | NORWICH NY | 576 | $105.6M | $3.6M |
| 3 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN |
BELLEVUE WA |
| 2,431 |
| $273.8M |
| $1.3M |
| 4 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $237K |
| 5 | HALIFAX LINEN SERVICE, INC. HALIFAX LINEN SERVICE, INC. 401(K) PLAN | ROANOKE RAPIDS NC | 91 | $4.3M | $3K |