Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Federated Hermes Total Return Bond Fund Class R6 in their Schedule of Assets, totaling $9.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAKOTA RED CORPORATION DAKOTA RED CORPORATION 401(K) PROFIT SHARING PLAN | CEDAR RAPIDS IA | 164 | $32.0M | $4.6M |
| 2 | FIESTA MART, L.L.C. FIESTA MART, L.L.C. 401(K) RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 6,641 | $100.2M | $2.4M |
| 3 | P. KAUFMANN, INC. P. KAUFMANN EMPLOYEES' 401(K) PROFIT-SHARING TRUST |
NEW YORK NY |
| 149 |
| $76.1M |
| $1.6M |
| 4 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 433 | $42.5M | $589K |
| 5 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 401(A) RETIREMENT PLAN | ARLINGTON VA | 431 | $20.3M | $259K |
| 6 | BODEGA LATINA CORPORATION BODEGA LATINA 401(K) RETIREMENT AND SAVINGS PLAN | COMMERCE CA | 9,200 | $8.3M | $184K |
| 7 | MANLEY, DEAS & KOCHALSKI, LLC MANLEY, DEAS & KOCHALSKI, LLC CASH BALANCE PLAN | COLUMBUS OH | 83 | $4.8M | $85K |
