Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 200 retirement plans report an interest in this investment, totaling $259.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Federated Capital Preservation Fund, Federated Capital Preservation, Federated Capital Preservation R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $41.0M |
| 2 | BOARD OF TRUSTEES THREE RIVERS ANNUITY FUND THREE RIVERS ANNUITY FUND | CANFIELD OH | 952 | $213.7M | $32.5M |
| 3 | STATE BANKSHARES, INC. STATE BANKSHARES 401(K) PROFIT SHARING PLAN | FARGO ND | 1,878 | $319.4M | $15.0M |
| 4 | NATIONAL HEALTH CORPORATION NATIONAL HEALTHCARE CORPORATION 401(K) PLAN | MURFREESBORO TN | 19,017 | $325.3M | $13.6M |
| 5 | KLOCKNER PENTAPLAST OF AMERICA, INC KLOCKNER-PENTAPLAST OF AMERICA, INC. EMPLOYEES' RETIREMENT PLAN | GORDONSVILLE VA | 851 | $125.4M | $10.5M |
| 6 | GUGGENHEIM SERVICES, LLC GUGGENHEIM SERVICES RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,085 | $703.5M | $9.6M |
| 7 | SCHEELS ALL SPORTS, INC. SCHEELS EMPLOYEE STOCK OWNERSHIP PLAN | FARGO ND | 4,480 | $963.0M | $6.9M |
| 8 | CLAIR GLOBAL CORPORATION CLAIR GLOBAL CORPORATION 401(K) PLAN | LITITZ PA | 1,426 | $114.9M | $6.5M |
| 9 | TRUSTEES OF LOCAL 219 ANNUITY FUND PLUMBING AND PIPE FITTING INDUSTRY LOCAL 219 ANNUITY FUND | CANFIELD OH | 456 | $40.0M | $5.9M |
| 10 | BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN INSULATORS LOCAL NO. 2 ANNUITY PLAN | PITTSBURGH PA | 457 | $100.8M | $5.5M |
