Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Federated Hermes Total Return Bond R6 Mutual fund in their Schedule of Assets, totaling $6.9M 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 | STONE INDUSTRIES, INC. STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | HALEDON NJ | 153 | $25.4M | $2.1M |
| 2 | ROMARK LOGISTICS OF TEXAS, INC. RLG EMPLOYEES' 401(K) PLAN | WESTFIED NJ | 702 | $24.2M | $1.3M |
| 3 | ENVIRONMENTAL CONTROL LLC ENVIRONMENTAL CONTROL, LLC. 401(K) PROFIT SHARING PLAN |
STRATFORD CT |
| 290 |
| $37.3M |
| $1.2M |
| 4 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $738K |
| 5 | IQE, INC. IQE USA 401(K) PLAN | GREENSBORO NC | 132 | $40.6M | $498K |
| 6 | SAI MED PARTNERS, LLC SAI MED PARTNERS, LLC 401(K) INCENTIVE SAVINGS PLAN | READING PA | 119 | $17.7M | $469K |
| 7 | RIATA MANAGEMENT LLC RIATA MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 151 | $14.3M | $151K |
| 8 | CCN AMERICA, LP CCN AMERICA, LP PENSION PLAN | PITTSBURGH PA | 129 | $15.3M | $149K |
| 9 | PRIDE INC. PRIDE, INC 401(K) PROFIT SHARING PLAN | BISMARCK ND | 228 | $22.8M | $70K |
| 10 | MACQUEEN EQUIPMENT, LLC MACQUEEN EQUIPMENT GROUP 401(K) PLAN | ST. PAUL MN | 345 | $19.6M | $64K |
