Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Collective Trusts * Federated Investors Trust Co. Federated Hermes Capital Preservation Fund R in their Schedule of Assets, totaling $518K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHILLING BROTHERS LUMBER & HARDWARE, INC. SCHILLING BROTHERS LUMBER & HARDWARE, INC. PROFIT SHARING PLAN | MERRILLVILLE IN | 176 | $11.0M | $518K |
