Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Federated Capital Preservation Fund collective investment fund in their Schedule of Assets, totaling $954K 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 | ASHTON POTTER (USA) LTD. ASHTON POTTER (USA) LTD. 401(K) PLAN AND TRUST | WILLIAMSVILLE NY | 128 | $7.5M | $599K |
| 2 | FIRST SECURITY BANK FIRST SECURITY BANK EMPLOYEE STOCK OWNERSHIP PLAN | BATESVILLE MS | 170 | $18.3M | $355K |
