Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FEDERATED INSTL HI YLD BOND Registered Investment Company in their Schedule of Assets, totaling $36.7M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $25.6M |
| 2 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS TX | 490 | $309.0M | $2.8M |
| 3 | JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II |
DALLAS TX |
| 514 |
| $207.0M |
| $2.6M |
| 4 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 333 | $219.1M | $1.7M |
| 5 | VISIBLE CHANGES, INC. VISIBLE CHANGES 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 393 | $76.5M | $1.5M |
| 6 | WHITEMAN OSTERMAN & HANNA LLP WHITEMAN OSTERMAN & HANNA LLP PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 161 | $104.8M | $1.5M |
| 7 | CALIFORNIA ASSOCIATION OF REALTORS CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN | LOS ANGELES CA | 134 | $67.5M | $512K |
| 8 | ROYCE & ASSOCIATES GP, LLC ROYCE & ASSOCIATES GP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 93 | $109.2M | $338K |
| 9 | COLE, SCOTT & KISSANE, P.A. COLE, SCOTT & KISSANE, PA 401(K) PLAN | MIAMI FL | 1,196 | $59.3M | $198K |
