Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Federated Hermes Total Return Bond IS " in their Schedule of Assets, totaling $17.5M 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 | RIBBON COMMUNICATIONS OPERATING COMPANY, INC. RIBBON COMMUNICATIONS 401(K) PROFIT SHARING PLAN | PLANO TX | 689 | $340.2M | $12.0M |
| 2 | COMMUNITY FIRST CREDIT UNION COMMUNITY FIRST CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | APPLETON WI | 474 | $97.9M | $2.9M |
| 3 | PMC SPECIALTIES GROUP, INC. |
SUN VALLEY CA |
| 1 |
| $16.1M |
| $1.4M |
| 4 | KOHLER CREDIT UNION KOHLER CREDIT UNION DEFINED BENEFIT PLAN | SHEBOYGAN WI | 99 | $15.9M | $586K |
| 5 | MERSANA THERAPEUTICS, INC. MERSANA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | CAMBRIDGE MA | 104 | $31.5M | $483K |
| 6 | THE BOARD OF DIRECTORS OF THE ROUSE ESTATE ROUSE ESTATE 403(B) RETIREMENT PLAN | YOUNGSVILLE PA | 348 | $6.6M | $198K |
