Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Federated Hermes Capital Pres S Federated 0 in their Schedule of Assets, totaling $2.4M 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 | LEWIS JOHS AVALLONE AVILES, LLP LEWIS JOHS AVALLONE AVILES RETIREMENT PLAN | ISLANDIA NY | 102 | $30.6M | $1.5M |
| 2 | GRAND PORTAGE R.T.C. GRAND PORTAGE R.T.C. 401(K) PLAN | GRAND PORTAGE MN | 196 | $5.1M | $605K |
| 3 | NEEB KEARNEY & COMPANY, INC. & SUBSIDIARIES NEEB KEARNEY & COMPANY INC & SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN |
METAIRIE LA |
| 7 |
| $711K |
| $176K |
| 4 | HUGHES ANDERSON HEAT EXCHANGERS, INC. HUGHES ANDERSON SAVINGS & PS PLAN | TULSA OK | 119 | $15.9M | $131K |
