Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Federated Hermes Mdt Small Cap Growth R6 in their Schedule of Assets, totaling $3.9M 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 | IONA UNIVERSITY IONA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NEW ROCHELLE NY | 718 | $248.4M | $1.8M |
| 2 | TOP FLIGHT, INC. TOP FLIGHT EMPLOYEES' 401(K) SAVINGS PLAN | CHATTANOOGA TN | 106 | $10.4M | $854K |
| 3 | PHIL SMITH MANAGEMENT, INC. DBA PHIL SMITH AUTOMOTIVE GROUP |
LIGHTHOUSE POINT FL |
| 894 |
| $20.0M |
| $641K |
| 4 | PFEIFFER UNIVERSITY PFEIFFER UNIVERSITY RETIREMENT PLAN | MISENHEIMER NC | 164 | $32.0M | $270K |
| 5 | RQM+ RQM+ 401(K) PLAN | MONROEVILLE PA | 275 | $33.2M | $142K |
| 6 | NUTRITION, INC. NUTRITION, INC. 401(K) PLAN | IRWIN PA | 3,642 | $20.0M | $136K |
| 7 | TAR HEEL CAPITAL CORPORATION NO. 2 TAR HEEL CAPITAL CORPORATION NO. 2 EMPLOYEES SAVINGS PLUS PLAN | BOONE NC | 1,209 | $8.7M | $54K |
| 8 | REFORMED THEOLOGICAL SEMINARY REFORMED THEOLOGICAL SEMINARY RETIREMENT PLAN | JACKSON MS | 181 | $18.7M | $6K |