Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Federated Hermes Total Return Bond R6 Mutual fund in their Schedule of Assets, totaling $9.9M 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 | STONE INDUSTRIES, INC. STONE INDUSTRIES, INC. 401(K) PROFIT-SHARING PLAN | HALEDON NJ | 153 | $25.4M | $2.1M |
| 2 | SHENTEL MANAGEMENT COMPANY HORIZON TELCOM AND SUBSIDIARIES SALARIED EMPLOYEES PENSION PLAN & TRUST AGREEMENT | EDINBURGH VA | 23 | $16.2M | $1.4M |
| 3 | ROMARK LOGISTICS OF TEXAS, INC. |
WESTFIED NJ |
| 702 |
| $24.2M |
| $1.3M |
| 4 | ENVIRONMENTAL CONTROL LLC ENVIRONMENTAL CONTROL, LLC. 401(K) PROFIT SHARING PLAN | STRATFORD CT | 290 | $37.3M | $1.2M |
| 5 | KENDRA SCOTT, LLC KENDRA SCOTT 401(K) PLAN | AUSTIN TX | 1,898 | $30.6M | $1.1M |
| 6 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 120 | $27.0M | $738K |
| 7 | SHENTEL MANAGEMENT COMPANY CHILLICOTHE TELEPHONE COMPANY UNION EMPLOYEES' PENSION PLAN AND TRUST AGREEMENT | EDINBURGH VA | 13 | $5.7M | $524K |
| 8 | IQE, INC. IQE USA 401(K) PLAN | GREENSBORO NC | 132 | $40.6M | $498K |
| 9 | SAI MED PARTNERS, LLC SAI MED PARTNERS, LLC 401(K) INCENTIVE SAVINGS PLAN | READING PA | 119 | $17.7M | $469K |
| 10 | RIATA MANAGEMENT LLC RIATA MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 151 | $14.3M | $151K |
