Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $21.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Federated Hermes Capital Pres I, Federated Hermes Capital Pres Fund, Federated Hermes Capital Pres, Federated Hermes Capital Pres R, Federated Hermes Capital Pres Y, Federated Hermes Capital Pres FD. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MOTION & CONTROL ENTERPRISES, LLC MCE 401(K) RETIREMENT PLAN | ZELIENOPLE PA | 786 | $43.9M | $3.0M |
| 2 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $2.4M |
| 3 | COGENT COMMUNICATIONS, INC. COGENT COMMUNICATIONS, INC. 401(K) PLAN | WASHINGTON DC | 1,612 | $88.8M | $1.9M |
| 4 | COMPOSIDIE, INC. COMPOSIDIE, INC. EMPLOYEE RETIREMENT PLAN | APOLLO PA | 262 | $26.1M | $1.8M |
| 5 | JOHNSON LAFFEN GALLOWAY ARCHITECTS, LTD. JOHNSON LAFFEN GALLOWAY ARCHITECTS LTD SAFE HARBOR 401(K) PLAN | GRAND FORKS ND | 209 | $29.1M | $1.4M |
| 6 | FIRST BANK & TRUST FISHBACK FINANCIAL CORPORATION 401K PROFIT SHARING PLAN | BROOKINGS SD | 710 | $113.1M | $1.2M |
| 7 | DISTRIBUTION MANAGEMENT, INC. DISTRIBUTION MANAGEMENT, INC. 401(K) PLAN | ST. CHARLES MO | 380 | $32.9M | $1.1M |
| 8 | DIME BANK DIME BANK 401(K) SAVINGS PLAN | NORWICH CT | 152 | $26.4M | $894K |
| 9 | SUSQUEHANNA VALLEY WOMEN'S HEALTH CARE SUSQUEHANNA VALLEY WOMEN'S HEALTH CARE 401(K) PLAN | LANCASTER PA | 77 | $17.5M | $847K |
| 10 | PLASTIC TRIM INTERNATIONAL, INC. PLASTIC TRIM INTERNATIONAL, INC. 401(K) PLAN | WIXOM MI | 354 | $15.8M | $754K |
