Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Federated Hermes Total Return Bond in their Schedule of Assets, totaling $4.2M 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 | CALGON CARBON CORPORATION CALGON CARBON CORPORATION THRIFT/SAVINGS PLAN | MOON TOWNSHIP PA | 891 | $164.8M | $2.3M |
| 2 | FIRST CITIZENS FINANCIAL CORPORATION FIRST CITIZENS FINANCIAL CORP. 401(K) SAVINGS PLAN | MASON CITY IA | 206 | $41.8M | $562K |
| 3 | HOLOWICKI ENTERPRISES DBA MCDONALDS |
HILLIARD OH |
| 532 |
| $4.3M |
| $323K |
| 4 | SOVITA CREDIT UNION SOVITA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | FLINT MI | 50 | $14.1M | $319K |
| 5 | PHOEBE-DEVITT HOMES PHOEBE-DEVITT HOMES 401(K) RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 1,020 | $39.5M | $257K |
| 6 | PETROLEUM EXPERIENCE, INC. PETROLEUM EXPERIENCE, INC. 401K PROFIT SHARING PLAN | WILLISTON ND | 44 | $19.2M | $212K |
| 7 | CLEAVELAND/PRICE, INC. CLEAVELAND/PRICE, INC. 401K PLAN | TRAFFORD PA | 344 | $54.6M | $157K |
| 8 | WOODRUFF CONSTRUCTION, INC WOODRUFF CONSTRUCTION EMPLOYEES PROFIT SHARING 401(K) PLAN & TRUST | FORT DODGE IA | 168 | $8.3M | $115K |
