Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Federated Capital Preservation Fund ISP in their Schedule of Assets, totaling $1.3M 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 | CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. CAROLINA CASE MANAGEMENT AND REHABILITATION SERVICES, INC. 401 (K) PLAN | RALEIGH NC | 125 | $17.5M | $1.0M |
| 2 | FNB BANK, INC. FNB BANK, INC. 401(K) PLAN | MAYFIELD KY | 129 | $11.3M | $279K |
| 3 | GUARDIAN HEALTHCARE LLC |
JAMAICA PLAIN MA |
| 221 |
| $2.1M |
| $18K |
