Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Federated Hermes Strategic Value Dividend Fund in their Schedule of Assets, totaling $33.8M 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 | FEDERATED HERMES, INC. FEDERATED HERMES, INC. EMPLOYEES PROFIT SHARING / 401(K) PLAN | PITTSBURGH PA | 1,461 | $693.5M | $32.9M |
| 2 | ORTHOPAEDIC ASSOCIATES, P.A. ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN AND TRUST | FORT WALTON BEACH FL | 0 | $17.1M | $658K |
| 3 | MWW GROUP LLC |
HASBROUCK HEIGHTS NJ |
| 175 |
| $23.1M |
| $262K |
