Form 5500 Search

FEDERATED INVESTOR

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
20
Active participants
49,421
Total plan assets
$31.3B
Filings (rows)
20
Direct comp
$2.8M
Indirect comp
$0

SERVICES PROVIDED

Other20

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
FEDERATED HERMES CAPITAL PRESERVATI555
FEDERATED CAPITAL PRESERVATION FUND462
FH CAP PRESRVN R6P413
CAPITAL PRESERVATION FUND347
FEDERATED CAP PRES FUND R6194
FH CAP PRESRVN ISP149
FH CAP PRESRVN IP121
FEDERATED HERMES CAPITL PRESERVATIO99
FEDERATED CAPITAL PRESERVATION83
FEDERATED CAPITAL PRESERV SP80
FEDERATED CAPITAL PRESERV -ISP54
FEDERATED HERMES CAP PRES IP51
FEDERATED PRIME CASH CIT CL R630
FEDERATED HERM CAP PRES R6P FD29
FEDERATED HERMES CAP PRESERVATION28
FEDERATED CAP PRESERVATION - R25
FH CAP PRESRVN SP21
FEDERATED HERMES CAPITAL PRES FUND17
FEDERATED HERMES CAPITL PRESERV R614
FEDERATED CAPITAL PRESERVATION R613
FEDERATED HERMES CAPITAL PRESERV13
FEDERATED HERM CAP PRES ISP FD12
FEDERATED PRIME CASH COLLECTIVE INV11
FEDERATED CAPITAL PRES R610
FEDERATED HERMES CAPITAL PRES10

Top plans served

All 20 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
INV-MGMT
$8.8B$792K
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$4.3B$566K
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$3.8B$484K
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO RETIREMENT MASTER TRUST
SAINT LOUIS, MO
Other
NONE
$3.8B$477K
HIGHMARK HEALTH
HIGHMARK RETIREMENT PLAN
PITTSBURGH, PA
Other
NONE
13,758$3.3B$158K
HIGHMARK HEALTH
HIGHMARK RETIREMENT PLAN
PITTSBURGH, PA
Other
NONE
14,720$3.2B$106K
HIGHMARK HEALTH
HIGHMARK RETIREMENT PLAN
PITTSBURGH, PA
Other
NONE
12,825$3.1B$64K
BROWN-FORMAN CORPORATION
BROWN-FORMAN CORPORATION MASTER RETIREMENT TRUST
LOUISVILLE, KY
Other
NONE
$578.3M$116K
DESERT SANDS PUBLIC CHARTER, INC.
LEARN4LIFE 403(B) PLAN
LANCASTER, CA
Other
INVESTMENT PROVIDER
2,081$153.0M$0
DESERT SANDS PUBLIC CHARTER, INC.
LEARN4LIFE 403(B) PLAN
LANCASTER, CA
Other
INVESTMENT PROVIDER
2,034$123.8M$0
DESERT SANDS PUBLIC CHARTER, INC.
LEARN4LIFE 403(B) PLAN
LANCASTER, CA
Other
INVESTMENT PROVIDER
1,893$94.7M$0
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
169$22.3M$18K
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
174$19.2M$19K
D. F. STAUFFER BISCUIT COMPANY, INC
STAUFFER BISCUIT COMPANY PENSION PLAN
YORK, PA
Other
NONE
9$16.5M$10K
SUMMIT CARE II, INC.
SUMMIT CARE 401(K) PLAN
TALLAHASSEE, FL
Other
INVESTMENT PROVIDER
1,205$12.4M$0
ENDOTRONIX, INC.
ENDOTRONIX, INC. 401(K) PLAN
NAPERVILLE, IL
Other
NONE
146$9.1M$0
ADVANCED PHYSICAL THERAPY SERVICES, LTD.
ADVANCED REHAB & SPORTS MEDICINE SERVICES 401(K) PLAN
BLOOMINGTON, IL
Other
MUTUAL FUND ADV
94$8.2M$0
THE TOMORROW COMPANIES INC.
TOMORROW.IO 401(K) PLAN
BOSTON, MA
Other
NONE
94$4.7M$0
GENCO ENERGY SERVICES, INC.
GENCO ENERGY SERVICES, INC. 401(K) PLAN
MCALLEN, TX
Other
INVESTMENT PROVIDER
81$2.0M$0
GENCO ENERGY SERVICES, INC.
GENCO ENERGY SERVICES, INC. 401(K) PLAN
MCALLEN, TX
Other
INVESTMENT PROVIDER
138$1.8M$0
FEDERATED INVESTOR — Form 5500 Service Provider Profile | Form 5500 Search