Form 5500 Search

FEDERATED INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
23
Active participants
32,528
Total plan assets
$52.7B
Filings (rows)
23
Direct comp
$2.4M
Indirect comp
$60K

SERVICES PROVIDED

Other21
Advisor / Consultant2

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
FEDERATED HERMES CAPITAL PRESERVATI2
FEDERATED CAPITAL PRESERVATION FUND1

Top plans served

All 23 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
NEW BRUNSWICK, NJ
Advisor / Consultant
INVESTMENT MANAGER
$22.4B$481K
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLANS MAST ER TRUST
NEW BRUNSWICK, NJ
Advisor / Consultant
INVESTMENT MANAGER
$21.1B$456K
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND
SOUTHERN ELECTRICAL RETIREMENT FUND
GOODLETTSVILLE, TN
Other
NONE
11,461$1.9B$177K
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND
SOUTHERN ELECTRICAL RETIREMENT FUND
GOODLETTSVILLE, TN
Other
NONE
11,228$1.7B$213K
NORTHERN TRUST COMPANY
CROWN CORK & SEAL COMPANY, INC. MASTER RETIREMENT
YARDLEY, PA
Other
NONE
$897.3M$269K
NORTHERN TRUST COMPANY
CROWN CORK & SEAL COMPANY, INC. MASTER RETIREMENT
YARDLEY, PA
Other
NONE
$882.1M$219K
FEDERAL-MOGUL POWERTRAIN LLC
FEDERAL-MOGUL PENSION PLAN
NORTHVILLE, MI
Other
NONE
2,139$775.6M$0
FEDERAL-MOGUL POWERTRAIN LLC
FEDERAL-MOGUL PENSION PLAN
NORTHVILLE, MI
Other
NONE
2,391$755.3M$0
BROWN-FORMAN CORPORATION
BROWN-FORMAN CORPORATION MASTER RETIREMENT TRUST
LOUISVILLE, KY
Other
NONE
$662.6M$192K
D & H CORPORATE GROUP INC.
D & H EMPLOYEE STOCK OWNERSHIP PLAN
HARRISBURG, PA
Other
NONE
1,478$313.9M$0
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
WEST SENECA, NY
Other
NONE
851$288.9M$67K
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
WEST SENECA, NY
Other
NONE
833$271.2M$68K
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUND
WEST SENECA, NY
Other
NONE
795$255.3M$82K
NORTHERN TRUST COMPANY
CROWN CORK & SEAL COMPANY, INC. MASTER RETIREMENT
YARDLEY, PA
Other
NONE
$196.2M$173K
BYER CALIFORNIA
BYER CALIFORNIA RETIREMENT SAVINGS PLAN
SAN FRANCISCO, CA
Other
NONE
207$110.8M$23K
FULTON FINANCIAL CORPORATION
FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN
LANCASTER, PA
Other
NONE
76$85.6M$0
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
169$22.3M$0
SAXTON & STUMP, LLC
SAXTON & STUMP, LLC 401(K) PROFIT SHARING PLAN
LANCASTER, PA
Other
NONE
155$21.5M$0
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
9$16.5M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN
NOVI, MI
Other
NONE
172$15.0M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN
NOVI, MI
Other
NONE
196$14.3M$0
AUTONEUM NORTH AMERICA, INC.
AUTONEUM NORTH AMERICA, INC. CARPET HOURLY-PAID EMPLOYEES' PENSION PLAN
NOVI, MI
Other
NONE
220$12.8M$0
SCHUBEMO HOLDINGS, INC.
APEX RETIREMENT SAVINGS PLAN
JOPLIN, MO
Other
NONE
148$5.2M$0