Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Federated Hermes Capital Preservation Fund R6 in their Schedule of Assets, totaling $5.4M 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 | L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY L.E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN | RALEIGH NC | 100 | $20.2M | $2.3M |
| 2 | LODGE MANUFACTURING COMPANY LODGE MANUFACTURING COMPANY DEFERRED PROFIT SHARING PLAN | SOUTH PITTSBURG TN | 525 | $46.3M | $1.7M |
| 3 | FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC. |
COSTA MESA CA |
| 219 |
| $19.6M |
| $775K |
| 4 | REGIONAL MANAGEMENT CORP. REGIONAL MANAGEMENT CORP. SAVINGS & INVESTMENT PLAN | GREER SC | 1,671 | $42.6M | $694K |
| 5 | LSP HOLDCO LLC LEGACY SERVICE PARTNERS, LLC 401(K) PLAN | TAMPA FL | 1,036 | $16.6M | $17K |
