Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Federated Capital Preservation Fund - in their Schedule of Assets, totaling $70.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $41.0M |
| 2 | WUNDERLICH-MALEC ENGINEERING, INC. WUNDERLICH-MALEC ENGINEERING, INC. PROFIT SHARING AND SALARY REDUCTION PLAN | EDEN PRAIRIE MN | 620 | $126.7M | $9.7M |
| 3 | CENTRAL BANK ILLINOIS CENTRAL BANK ILLINOIS 401(K) PROFIT SHARING PLAN |
GENESEO IL |
| 162 |
| $51.2M |
| $5.1M |
| 4 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $3.5M |
| 5 | BREHOB CORPORATION BREHOB CORPORATION EMPLOYEES PROFIT SHARING & SAVINGS PLAN & TRUST | INDIANAPOLIS IN | 123 | $13.7M | $2.3M |
| 6 | CREED 2.0, LLC CREED 2.0 DBA CREED MONARCH 401(K) RETIREMENT SAVINGS PLAN | NEW BRITAIN CT | 212 | $19.0M | $2.3M |
| 7 | ALLIED-LOCKE INDUSTRIES, INC. ALLIED LOCKE INDUSTRIES, INC. 401(K) SAVINGS PLAN | DIXON IL | 255 | $15.7M | $1.4M |
| 8 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $1.2M |
| 9 | HARPS FOOD STORES, INC. HARPS FOOD STORES, INC. 401(K) PLAN | SPRINGDALE AR | 4,360 | $39.7M | $1.1M |
| 10 | J.H. LARSON ELECTRICAL COMPANY J. H. LARSON ELECTRICAL COMPANY 401(K) RETIREMENT PLAN | PLYMOUTH MN | 183 | $19.5M | $823K |
