Federated Capital Preservation Fund
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 191 retirement plans report an interest in this investment, totaling $248.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
191
Reported interest (EOY)
$248.8M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 4 name variants: Federated Capital Preservation Fund, Federated Capital Preservation, Federated Capital Preservation R, Federated Capital Preservation FD. Counts combine all variants of the same investment.
Plans holding Federated Capital Preservation Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,816 | $770.8M | $33.8M |
| 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 |
See all 191 plans holding Federated Capital Preservation Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro