Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Federated Hermes Capital Preservation Fund IP in their Schedule of Assets, totaling $1.7M 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 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $1.2M |
| 2 | WILCOX INDUSTRIES CORP. WILCOX INDUSTRIES CORP. 401(K) PLAN | NEWINGTON NH | 375 | $18.3M | $398K |
| 3 | LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. DBA ENCIRCLE |
ROANOKE VA |
| 414 |
| $14.6M |
| $31K |
