Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Capital Preservation Account in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $1.0M |
| 2 | GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE FL | 504 | $89.2M | $628K |
| 3 | UNITED WAY OF GREATER CLEVELAND UNITED WAY OF GREATER CLEVELAND 403(B) RETIREMENT PLAN |
CLEVELAND OH |
| 96 |
| $7.4M |
| $506K |
