Form D · Other Investment Fund
Bank Loan Core Fund
Warrendale, PA · CIK 0001659694
Offering snapshot reported Aug 6, 2026 · SEC filing
- Reported sold
- $4.54B Indefinite offering
- Investors reported
- 39 Form D · investor count
- Minimum accepted
- $1 Reported outside-investor minimum
- First sale
- Mar 3, 2016 As reported in this filing
Fundraising history
Reported soldDates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.
What changed?
Latest filing versus its linked predecessor, where available.
- Reported sold$4,270,912,105 → $4,541,321,105
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Aug 6, 2026 | Amendment | $4,541,321,105 | $270,409,000vs Aug 8, 2025 | 39 | SEC filing |
| Aug 8, 2025 | Amendment | $4,270,912,105 | No comparison | Not reported | SEC filing |
| Aug 8, 2024 | Amendment | $4,111,942,105 | -$187,725,057,437vs Aug 14, 2023 | 38 | SEC filing |
| Aug 14, 2023 | Amendment | $191,836,999,542 | No comparison | 34 | SEC filing |
| Aug 15, 2022 | Amendment | $188,749,321,874 | No comparison | 33 | SEC filing |
| Aug 20, 2021 | Amendment | $3,357,848,055 | No comparison | 32 | SEC filing |
| Aug 28, 2020 | Amendment | $2,426,524,604 | No comparison | 29 | SEC filing |
| Dec 4, 2019 | Amendment | $1,076,840,666 | No comparison | 26 | SEC filing |
| Dec 4, 2018 | Amendment | $645,483,036 | No comparison | 24 | SEC filing |
| Dec 5, 2017 | Amendment | $317,917,971 | No comparison | 23 | SEC filing |
| Dec 9, 2016 | Amendment | $142,725,100 | No comparison | 105 | SEC filing |
| Dec 10, 2015 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-252809
Source: Form D, filed Aug 6, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Jeremy D. Boughton | Executive |
| John G. Carson | Director |
| John T. Collins | Director |
| J. Christopher Donahue | Director |
| John F. Donahue | Director |
| Federated Investment Management Company | Promoter |
| N/A Federated Investment Management Company | Promoter |
| John B. Fisher | Director, Executive |
| Lori A. Hensler | Executive |
| G. Thomas Hough | Director |
| Maureen Lally Green | Director |
| Karen L. Larrimer | Director |
| Peter E. Madden | Director |
| Charles F. Mansfield, Jr. | Director |
| Max F. Miller | Director |
| Frank J. Nasta | Director |
| Thomas M. O'neill | Director |
| Madelyn A. Reilly | Director |
| P. Jerome Richey | Director |
| Paul A. Uhlman | Director, Executive |
| John S. Walsh | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:
4000 Ericsson Drive
Warrendale, PA, 15086-7561
Warrendale, PA, 15086-7561