Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investments at Estimated Fair Value Federated Hermes Capital Preservation Fund R6 Collective Trust Fund in their Schedule of Assets, totaling $7.4M 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 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $7.4M |
