Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Federated Hermes Total Return Bond Fund R6 in their Schedule of Assets, totaling $1.3M 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 | MARTHA LLOYD SCHOOL, INC. MARTHA LLOYD COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | TROY PA | 297 | $4.5M | $702K |
| 2 | AMITY FOUNDATION AMITY FOUNDATION 401K PROFIT SHARING PLAN | TUCSON AZ | 786 | $5.1M | $330K |
| 3 | LEGEND BIOTECH USA, INC. LEGEND BIOTECH 401(K) PLAN |
SOMERSET NJ |
| 1,346 |
| $65.8M |
| $242K |