Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FEDERATED MDT SM CAP GR INSTL in their Schedule of Assets, totaling $735K 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 | PSB INSIGHTS, LLC PSB INSIGHTS, LLC 401(K) PLAN | WASHINGTON DC | 81 | $16.3M | $240K |
| 2 | COSMAX USA COSMAX 401(K) PLAN | CARTERET NJ | 332 | $10.2M | $135K |
| 3 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN |
| 114 |
| $30.8M |
| $133K |
| 4 | NU-WORLD CORPORATION NU-WORLD CORPORATION 401(K) PLAN | CARTERET NJ | 161 | $3.8M | $71K |
| 5 | BWW LAW GROUP, LLC BWW LAW GROUP, LLC RETIREMENT SAVINGS PLAN | ROCKVILLE MD | 125 | $6.4M | $54K |
| 6 | NBHX TRIM USA CORPORATION NBHX TRIM USA CORPORATION 401(K) PLAN | COMSTOCK PARK MI | 21 | $7.3M | $49K |
| 7 | FPL FOOD, LLC FPL FOOD, LLC 401(K) PLAN | AUGUSTA GA | 1,022 | $7.5M | $23K |
| 8 | SHOREHAVEN BEHAVIORAL HEALTH INC SHOREHAVEN BEHAVIORAL HEALTH, INC EMPLOYEES SAVINGS TRUST | BROWN DEER WI | 73 | $4.5M | $19K |
| 9 | HARBORVIEW HEALTH SYSTEMS, INC. HARBORVIEW HEALTH SYSTEMS 401(K) PROFIT SHARING PLAN | BLACKSHEAR GA | 2,706 | $2.7M | $6K |
| 10 | NORTHERN ENGRAVING CORPORATION NBHX TRIM USA CORPORATION 401(K) PLAN | SPARTA WI | 5 | $4.9M | $6K |
