Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Federated Hermes Capital Preservation Fund # in their Schedule of Assets, totaling $91.4M 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 | FEDERATED HERMES, INC. FEDERATED HERMES, INC. EMPLOYEES PROFIT SHARING / 401(K) PLAN | PITTSBURGH PA | 1,461 | $693.5M | $49.8M |
| 2 | PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUND PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUND | CLEVELAND OH | 1,461 | $99.1M | $15.5M |
| 3 | TRUSTEES OF LOCAL 219 ANNUITY FUND |
CANFIELD OH |
| 456 |
| $40.0M |
| $5.9M |
| 4 | ROBINSON MANUFACTURING COMPANY, INC. ROBINSON MANUFACTURING COMPANY SAVINGS PLAN | DAYTON TN | 295 | $46.0M | $4.2M |
| 5 | LEEP ENTERPRISES, LLC LEEP ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | MISHAWAKA IN | 1,253 | $62.4M | $2.8M |
| 6 | PACIFIC STATES INDUSTRIES, INC. PACIFIC STATES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MORGAN HILL CA | 227 | $19.3M | $2.7M |
| 7 | AMERICAN PROMOTIONAL EVENTS, INC. (DELAWARE) TNT 401(K) PLAN | FLORENCE AL | 348 | $74.6M | $1.9M |
| 8 | NORTH AMERICAN TRUCK & TRAILER, INC NORTH AMERICAN TRUCK & TRAILER, INC 401(K) PLAN | SIOUX FALLS SD | 326 | $16.6M | $1.3M |
| 9 | HERITAGE MINISTRIES CHARITABLE CARE NETWORK, INC. THE HERITAGE VILLAGE 401(K) PROFIT SHARING PLAN | GERRY NY | 699 | $15.6M | $1.2M |
| 10 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $1.1M |
