Federated Investment Management Company
- Regulatory AUM
- $590B
- Discretionary
- $590B
- Clients
- 71
- Avg AUM / client
- $8.3B
- Accounts
- 71
- Employees
- 106
AUM over time
Annual snapshots from Form ADV filings · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 71 | $590B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| D & H Employee Stock Ownership Plan D & H Corporate Group Inc. | 2024 | |
| Fulton Financial Affiliates Defined Benefit Pension Plan Fulton Financial Corporation | 2024 | |
| Saxton & Stump, Llc 401(k) Profit Sharing Plan Saxton & Stump, Llc | 2024 | |
| Autoneum North America, Inc. Carpet Hourly Paid Employees' Pension Plan Autoneum North America, Inc. | 2024 | |
| Apex Retirement Savings Plan Schubemo Holdings, Inc. | 2024 | |
| Stauffer Biscuit Company Pension Plan D. F. Stauffer Biscuit Company, Inc | 2024 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deborah Ann Cunningham | Exec. Vice President/Cio Money Markets | May 1981 (45y) | Less than 5% | |
| Ostrowski, Robert, John | Exec. Vice President/Cio Global Fixed Income | May 1987 (39y) | Less than 5% | |
| Donahue, John, Christopher | Trustee, Chairman | Apr 1989 (37y) | Less than 5% | |
| Ochson, Mary Jo | Sr. Vice President/Cio Tax Free Money Markets | Apr 1989 (37y) | Less than 5% | |
| Donahue, Thomas, Robert | Trustee, Treasurer | Aug 1995 (31y) | Less than 5% | |
| Bonnewell, George, Andrew | Vice President, Secretary | Mar 1999 (27y) | Less than 5% | |
| John Basil Fisher | Trustee, President, Ceo | Jan 2006 (21y) | Less than 5% | |
| Stephen Paul Van Meter | Chief Compliance Officer | Jul 2015 (11y) | Less than 5% | |
| Gallagher, James, Joseph | Trustee | Jan 2018 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fii Holdings, Inc. | Shareholder | Dec 1989 | A | 75% or more |
| Federated Hermes, Inc. | Shareholder | Mar 1983 | B | ≈ 56.25% – 100% via Fii Holdings, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Federated Hermes, Inc.: 75% – 100% of Fii Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| D & H Employee Stock Ownership Plan | D & H Corporate Group Inc. | 1,478 | $314M | 05/01/2024 |
| Fulton Financial Affiliates Defined Benefit Pension Plan | Fulton Financial Corporation | 76 | $85.6M | 01/01/2024 |
| Saxton & Stump, Llc 401(k) Profit Sharing Plan | Saxton & Stump, Llc | 155 | $21.5M | 01/01/2024 |
| Autoneum North America, Inc. Carpet Hourly Paid Employees' Pension Plan | Autoneum North America, Inc. | 172 | $15.0M | 01/01/2024 |
| Apex Retirement Savings Plan | Schubemo Holdings, Inc. | 148 | $5.2M | 01/01/2024 |
| Stauffer Biscuit Company Pension Plan | D. F. Stauffer Biscuit Company, Inc | 9 | $16.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • ADDITIONAL FEES BASED ON GROSS INCOME.
Services
- • Portfolio management for investment companies
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗