Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Federated investors Federated Capital Preservation Fund in their Schedule of Assets, totaling $10.7M 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 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $5.9M |
| 2 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $4.7M |
| 3 | JWF INDUSTRIES JWF INDUSTRIES 401(K) PLAN |
JOHNSTOWN PA |
| 318 |
| $44.9M |
| $81K |
| 4 | L. J. ASSOCIATES, INC. L.J. ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | LATROBE PA | 76 | $17.8M | $39K |
| 5 | COAL AND ENVIRONMENTAL SERVICES INC 401K PROFIT SHARING PLAN COAL AND ENVIRONMENTAL SERVICES, INC 401K PS PLAN | SOMERSET PA | 123 | $7.6M | $23K |
