Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Federated Hermes MTG Strategy Mutual fund in their Schedule of Assets, totaling $1.1M 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 | THE BOARD OF TRUSTEES OF THE CATHOLIC CHARITIES USA EMPLOYEE WELFARE B CATHOLIC CHARITIES USA AND PARTICIPATING EMPLOYERS MASTER WELFARE BENEFIT PLAN | ALEXANDRIA VA | 2,733 | $24.6M | $940K |
| 2 | PLUMBERS & STEAMFITTERS LOCAL 489 PENSION TRUST FUND TRUSTEES RETIREMENT PLAN OF THE PLUMBERS & STEAMFITTERS LOCAL NO 489 | CUMBERLAND MD | 114 | $27.9M | $204K |
